Deutsche Bank Jan 2015 - Sep 2016
Sales Associate
Alex. Brown, A Division of Raymond James Jan 2015 - Sep 2016
Sales Associate
Morgan Stanley Dec 1, 2012 - Jan 2015
Registered Client Service Associate
Prudential Financial Feb 2011 - Dec 2012
Financial Associate
Bloomberg Lp Apr 2009 - Jun 2010
Contracts Adminstrator
Education:
Northern Kentucky University 1985 - 1991
Bachelors, Economics
Skills:
Financial Services Insurance Financial Analysis Management Equities Analytics Investments Portfolio Management Finance Retirement Planning Risk Management Microsoft Excel Banking Leadership Business Analysis Data Analysis Management Consulting Capital Markets Process Improvement Business Development Strategic Financial Planning Strategy Vendor Management
Rick Crane, Megan Houlihan, Jessica Harris, Elizabeth Lowe, Robert Reynolds, James Casey, Allison Menzies, Michael Fitzharris, Jeffrey Fleisher, Fred Ford, Chad White, Jason Warburton
Suva Elementary School Bell Gardens CA 1973-1975, First Lutheran School Torrance CA 1975-1981, Southern California Regional Occupational Center Torrance CA 1983-1985