Senior Portfolio Oversight Manager Bank of America
Investment Solutions Group , V
Bank of America
Investment Solutions Group , V.p., Senior Portfolio Oversight Manager
U.s. Trust Sep 2014 - Apr 2015
V.p Portfolio Overaight Manager
U.s. Trust Jan 2013 - Sep 2014
V.p., Portfolio Manager Ii
U.s. Trust Jul 2010 - Jan 2013
Portfolio Manager I
Education:
Bryant University 2004 - 2008
Bachelors, Bachelor of Science, Economics, Finance
Skills:
Portfolio Management Alternative Investments Risk Management Hedge Funds Wealth Management Investment Management Asset Allocation Fixed Income Project Management Financial Analysis Financial Services Business Development Financial Modeling Capital Markets Investments Asset Management Mutual Funds Equities Retirement Planning Finance Financial Planning Securities Investment Strategies Trading Investment Advisory Valuation Banking Financial Advisory Financial Markets Corporate Finance Private Equity Due Diligence Financial Risk Equity Research Derivatives Microsoft Office Bloomberg Customer Service Factset Securities Analysis Morningstar Wealth Management Services Holistic Financial Planning Tax Efficiency Intergenerational Wealth Transfer Investment Portfolio Design Tactical Asset Allocation Investment Policy Fiduciary Management Fiduciary Investment
Certifications:
Chartered Financial Analyst (Cfa) Alternative Investment Analyst Charter (Caia Charter)
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