Calpers
Investment Officer
California State Board of Equalization Jul 2013 - Feb 2015
Tax Auditor
State Street Jul 2011 - Jun 2013
Accounting and Pricing Specialist, Associate 2
Securities America Advisors, Inc. Sep 2010 - Mar 2011
Investment Research Associate
Navion Financial Advisors, Llc Aug 2010 - Mar 2011
Portfolio Management Assistant
Education:
University of California, Davis Dec 2010
Bachelors, Bachelor of Arts, Economics
Skills:
Returns Estate Planning Responsibility Elk Powerpoint Boxing Art Obtain Accounting Economics Human Resources Comparison Payments Expenses Portfolio Retirement Planning Computer Proficiency Portfolio Management Investment Research Spreadsheets Investments Bloomberg Explaining Finance Searching 401K Asset Allocation Software Financial Services Morningstar Equities Mutual Funds Outlook Citrus Addressing Microsoft Office Microsoft Word Figure Stocks Microsoft Excel Marketing Rate Risk Management Credit Training Microsoft Publisher Asset Customer Service Libraries Cashiering Pricing Trading Systems Risk Funding Retirement Risk Tolerance Lotus 123 Statistics Unified Communications Analysis Securities Leadership Experience
Interests:
Investments
Certifications:
Chartered Alternative Investment Analyst Ilpa Private Equity Investment Certificate (Peic)
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