Citizens Bank Wealth Management since Jan 2006
Vice President & Portfolio Manager
Comerica Wealth & Institutional Management Jan 2001 - Jan 2005
Portfolio Manager
Mott Foundation Jan 1999 - Jan 2001
Assistant Investment Administrator/Analyst
UBS Financial Services Jan 1996 - Jan 1999
Financial Advisor
Education:
Dale Carnegie Effective Human Relations and Communications Graduate 2008 - 2008
University of Georgia - Terry College of Business 2006 - 2007
Wayne State University 2002 - 2005
MBA, Business
University of Michigan 1994 - 1998
BBA, Finance
Hyles Anderson College 1992 - 1994
Skills:
Certified Financial Planner Accredited Investment Fiduciary Portfolio Management Asset Allocation Wealth Management Investments Strategic Financial Planning Fiduciary Financial Analysis Banking Investment Advisory Retirement Planning Fixed Income Securities Investment Management Small Business Lending Commercial Banking Trading Equity Research Management High Net Worth Individuals Financial Advisory Finance Series 7 Mutual Funds Credit Analysis Investment Strategies Financial Services Treasury Management Credit Alternative Investments Mortgage Lending Wealth Management Services Cash Management Private Banking Capital Markets Relationship Management Asset Management Estate Planning Risk Management Equities Microsoft Office Sales Financial Modeling
Interests:
Working Out Economic Empowerment Traveling Reading Poverty Alleviation Animal Welfare Arts and Culture
Certifications:
Certified Financial Planner Dale Carnegie Effective Human Relations and Communications Course Dale Carnegie Training