Laurelcrest Capital Inc
Vice President Finance and Development
Independent Investor Jun 2017 - May 2018
Indepented Investor and Consultant
Insight Investment Jan 2015 - May 2017
Credit Analyst - Bank Loans
Cutwater Asset Management Sep 2013 - Dec 2014
Credit Analyst - Bank Loan Group
Cutwater Asset Management Feb 2011 - Sep 2013
Senior Analyst - Portfolio Management
Education:
Columbia University In the City of New York 2005 - 2009
Bachelors, Bachelor of Arts, Economics
Tabor Academy 2001 - 2005
Columbia University
Skills:
Trading Portfolio Management Financial Analysis Financial Modeling Asset Management Fixed Income Investments Investment Banking Credit Analysis Asset Managment Bloomberg Institutional Investments Investment Strategies Bonds Bloomberg Terminal Series 7 Alternative Investments Investment Management Asset Allocation Series 63 Credit
Certifications:
Chartered Financial Analyst (Cfa) Charterholder Series 7 Series 63 Series 55