Harris Associates
Client Portfolio Manager
Morgan Stanley May 2009 - Oct 2012
Executive Director, Institutional Equity Sales
Harris Associates May 2009 - Oct 2012
Director, Institutional Sales
Ubs Jul 2001 - Apr 2009
Executive Director, Institutional Equity Sales
University of Wisconsin Applied Security Analysis Program Aug 1999 - May 2001
Graduate Student Portfolio Manager and Equity Analyst
Education:
University of Wisconsin - Madison 1995 - 2001
Master of Science, Masters, Bachelors, Bachelor of Business Administration, Banking, Finance
Skills:
Equities Investments Portfolio Management Asset Management Securities Equity Research Hedge Funds Bloomberg Capital Markets Valuation Mutual Funds Alternative Investments Series 7 Asset Allocation Investment Management Relationship Management Series 63 Investment Strategies Equity Valuation Electronic Trading Financial Research Investment Sales