Cardinal Health Mar 2015 - Jun 2017
Senior Financial Analyst - Fp and A
Davita Mar 2015 - Jun 2017
Division Finance Manager
University of Houston Aug 2014 - Aug 2015
Equity Analayst and Portfolio Manager - Small-Mid Cap Growth
Jmfa Oct 2013 - Mar 2015
Financial Analyst
Ubs May 2012 - Sep 2013
Wealth Strategy Associate
Education:
University of Houston 2015 - 2015
Master of Business Administration, Masters
University of Houston - Downtown 2011 - 2011
Bachelors, Bachelor of Business Administration, Finance
Skills:
Financial Analysis Portfolio Management Finance Investments Financial Services Financial Modeling Microsoft Excel Valuation Banking Mutual Funds Powerpoint Corporate Finance Credit Consumer Lending Microsoft Word Business Strategy Leadership Strategic Planning Securities Asset Allocation Loans Bloomberg Wealth Management Financial Advisory Insurance Financial Statement Analysis Cash Flow Budgets Process Improvement Forecasting Discounted Cash Flow Dcf Valuation Thomsonone Capital Markets Derivatives Retirement Planning Capital Iq Microsoft Access Sap Bi Sap Erp Equity Research Management Data Analysis Managerial Finance Business Analysis Expense Management Expense Budget Management
Aug 2014 to 2000 Analyst - Small Mid Cap GrowthJohn M. Floyd & Associates
Oct 2013 to 2000 Financial AnalystUBS Financial Services, Inc. Houston, TX May 2012 to Oct 2013 Wealth Strategy AssociateJP Morgan Chase Houston, TX May 2010 to Apr 2012 Licensed Personal BankerWells Fargo Bank Houston, TX Feb 2002 to May 2010 Service Manager
Education:
University of Houston Houston, TX 2015 MBA - (Currently Pursuing) in Financial Services Management & Energy Investment AnalysisUniversity of Houston - Downtown Houston, TX BBA in Finance
Tony Barto, April Smith, Emily Cornell, Devin Raynor, Brenden Park, Caroline Piper, Adam Bush, Lexi Gatto, Kristina Klenck, Caroline Griffith, Elizabeth Sloan