Wells Fargo Private Bank Nov 2015 - May 2018
Senior Investment Strategist
Kane Investment Group of Wells Fargo Advisors Nov 2015 - May 2018
Financial Advisor
J.p. Morgan Sep 2009 - Nov 2015
Global Investment Specialist
Education:
The University of Chicago Booth School of Business 2007 - 2009
Master of Business Administration, Masters, Marketing, Finance and Marketing, Finance
Vanderbilt University 1999 - 2003
Bachelors, Bachelor of Arts, Economics
University of Chicago
Master of Business Administration, Masters, Business
Skills:
Financial Modeling Financial Analysis Management Strategic Planning Valuation Equities Capital Markets Corporate Finance Business Strategy Mutual Funds Portfolio Management Bloomberg Investments Series 7
Certifications:
Series 7, Series 63 Series 7, Series 63, Series 65
Chamberlain University 2016 - 2018
Bachelor of Science In Nursing, Bachelors, Nursing
Ivy Tech Community College 2013 - 2015
Associates, Associate of Arts, Teaching, Early Childhood Education
Ivy Tech Community College;;2013 – 2015;
Skills:
Microsoft Excel Microsoft Office Microsoft Word Customer Service Certified Nursing Assistant Cardiopulmonary Resuscitation Vital Signs Medical Terminology Pediatric Cpr Adult Cpr