Edward Jones
Financial Advisor
Sysco Mar 2012 - Sep 2015
Marketing Associate
Aerocreative Dec 2005 - Mar 2012
Director
Plastercity Digital Post Jan 2008 - Jan 2011
Director of Operations
Gmr Marketing Jan 1995 - Jan 1999
Feild Manager
Education:
Dutchess Community College 1984 - 1985
Skills:
Individual Retirement Account Insurance Roth Ira Traditional Ira Business Retirement Plans Mutual Funds Common Stock Bonds Annuities Long Term Care Portfolio Review Fixed Income
Loomis, Sayles & Company
Vp, Fixed Income Portfolio Manager
Putnam Investments Sep 2010 - Jan 2012
Middle Office Analyst
Putnam Investments Jun 2010 - Sep 2010
Client Service Specialist
Putnam Investments Dec 2007 - Jun 2010
Internship
Education:
University of Massachusetts Lowell 2006 - 2010
Bachelors, Bachelor of Science, Finance
Northeastern University
Masters, Finance
Skills:
Fixed Income Portfolio Management Investments Asset Management Data Analysis Visual Basic For Applications Bloomberg Microsoft Excel Corporate Bonds Quantitative Risk Analysis Statistical Data Analysis Fixed Income Portfolio Management Portfolio Optimization
Certifications:
2014 Level Iii Cfa Candidate Cfa Charterholder Chartered Financial Analyst (Cfa) Charterholder