CM Consulting since 2009
Consultant
Edward Jones 2007 - 2009
Financial Advisor, Financial Analyst
State Farm Insurance 2004 - 2006
Financial Advisor
Day & Zimmermann 2001 - 2004
Financial Analyst
Education:
CFA Institute 2009 - 2011
Post graduate level area's of concentration include:
Ethics and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, and Portfolio Management.
http://www.cfainstitute.org/cfaprog/courseofstudy/topic.html
Certified Financial Planner Board of Standards 2008 - 2009
Area's of concentration include:
Ethics, Principals of Financial Planning, Insurance and Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Planning, Retirement Planning, and Estate Planning.
http://www.cfp.net/become/topiclist.asp
Belmont University 2004 - 2005
University of Tennessee at Martin 1997 - 2001
Skills:
Finance Financial Modeling Budgets Strategic Financial Planning Corporate Finance Microsoft Excel Strategic Planning Management Process Improvement Forecasting Strategy Access Healthcare Managerial Finance Analysis Training Customer Service Variance Analysis Portfolio Management Microsoft Office Investments Financial Planning Retirement Planning Business Process Improvement Budgeting Healthcare Finance Contract Management Financial Planning and Analysis
Cory Mathis 2000 graduate of Mark Twain Elementary School in Iowa city, IA is on Memory Lane. Get caught up with Cory and other high school alumni from Mark