Td Ameritrade
Financial Consultant
E*Trade Jan 2015 - Feb 2017
Senior Manager
E*Trade Mar 2012 - Jan 2015
Manager
E*Trade Jun 2008 - Mar 2012
Senior Team Lead
E*Trade Nov 2006 - Jun 2008
Platinum Relationship Manager
Education:
St. John's University
Skills:
Financial Services Risk Management Equities Securities Sales Management Team Building Salesforce.com Business Development Customer Relationship Management Strategic Sales C Suite Selling Customer Satisfaction Employee Learning and Development Team Leadership Operational Risk Management Equity Trading Customer Service Group Leadership
Global It 2005 - 2008
Freelance Contractor
Larson Caretaking 2005 - 2008
Personal Caregiver
Education:
Eastview High School 2001 - 2004
Minneapolis College of Art and Design
Skills:
Multitask Like No Ones Business Caregiving Computer Hardware Computer Security Computer Repair Computer Graphics Computer Literate Computer Architecture Long Term Care Home Care Critical Care Telephone Skills People Skills Writing Skills Language Skills Social Skills Training Skills Skills Blogging Editing English Employee Relations Event Management Film Hardware Internet Kitchen Linux Microsoft Office Outlook Photography Customer Service Social Media Team Management Video Voip Word Windows Wordpress Wireless Web 2.0 Mac Os X Teaching Ubuntu Vmware
Timelooper
Director of Finance
Timelooper
General Manager, Europe
Timelooper Feb 2016 - Oct 2017
Head of Platform
Jpmorgan Chase & Co. Mar 2013 - Feb 2016
Analyst
Cambridge Associates Jul 2012 - Feb 2013
Analyst
Education:
The Wharton School 2020 - 2022
Master of Business Administration, Masters
William & Mary 2008 - 2012
St Albans School 2002 - 2008
Skills:
Financial Modeling Valuation Data Analysis Microsoft Office Financial Analysis Powerpoint Microsoft Excel Wealth Management Economics Research Stata Due Diligence Bloomberg Econometrics
Certifications:
Sseries 7 Series 63 Chartered Financial Analyst (Cfa) Charterholder