CAPITAL INSTITUTIONAL SERVICES, INC Investment Advisory Service · Security Brokers and Dealers · Business Services, NEC
1601 Elm St STE 3900, Dallas, TX 75201 750 N St Paul STE 2100, Dallas, TX 75201 750 N Saint Paul St, Dallas, TX 75201 2147200055, 2149540283, 2147204062, 2149784775
Capital Institutional Services, Inc. (Capis)
Fvp, Transition Management
Capital Institutional Services, Inc. (Capis) Sep 2004 - Sep 2006
Vp, Transition Management
Capital Institutional Services, Inc. (Capis) Jan 2003 - Sep 2004
Portfolio Trading Analyst
Education:
Southwestern University 1998 - 2002
Bachelors, Bachelor of Science, Biology
Skills:
Portfolio Management Series 7 Equity Trading Bloomberg Series 63 Finra Equities Trading Leadership Trading Systems Series 24 Alternative Investments Transition Management Microsoft Excel Investment Management Securities Etfs Fidessa Options Electronic Trading Financial Modeling Series 9 Paradigm Shifts Program Trading People Skills Series 10 Series 55 Series 3
Certifications:
Series 7 Series 63 Series 9 Series 10 Series 24 Series 55 Series 3 Financial Industry Regulatory Authority