Citigroup - Columbus, Ohio Area since Apr 2011
Vice President, Citi Fund Services
Morgan Stanley Investment Management - Greater New York City Area Jun 2003 - Sep 2010
Vice President
Invesco Aim - Houston, Texas Area Mar 1994 - Jun 2003
Asst. VP
Transamerica Commercial Finance Corporation - Houston, Texas Area Jun 1992 - Dec 1993
Credit Manager
Education:
University of Houston 1996 - 1999
Master of Business Administration, Finance, General
Auburn University 1986 - 1990
Bachelor of Science Degree, Finance
Skills:
Retirement Mutual Funds FINRA Financial Services Hedge Funds Alternative Investments Asset Managment Equities Series 7 Investments Retirement Planning Risk Management Series 63 Securities Portfolio Management Process Improvement Series 6
St. Marys University School of Law Degree - Doctor of Jurisprudence/Juris Doctor (J.D.) Graduated - 1989 St. Marys University School of Law Degree - Doctor of Jurisprudence/Juris Doctor (J.D.) Graduated - 1989
Tri-City Christian High School Independence MO 1985-1987
Community:
Adrian Cato, Son Nguyen, Wendy Powell, Honey Jones, Dionne Norman, Ralph Kellogg, James Fetters, Edward Godden, Giovanna Santora, Diana Hendricks, Anthony Ealy