Primesolutions Financial Services
Managing Director and Senior Portfolio Manager
Trainer Wortham Jun 1998 - Sep 2002
Managing Director
Harleysville Insurance Mar 1994 - Jun 1998
Portfolio Manager and Assistant Treasurer
Dai-Ichi Kangyo Bank Sep 1991 - Mar 1994
Investment Research Officer
Doylestown Health Foundation Jun 1989 - Sep 1991
Investment Manager
Education:
Susquehanna University 1978 - 1980
Bachelors, Accounting
Skills:
Nasaa Series 63 Securities License Financial Advisory Personal Financial Specialist Cash Management Budget Analysis Fixed Income Corporate Finance Portfolio Management Financial Modeling Certified Public Accountant Investments Finance Investment Advisory Asset Allocation Financial Services Equities Mutual Funds Equity Research Securities Valuation Cash Flow Forecasting Forensic Accounting Investment Strategies Business Valuation Financial Analysis Private Equity Investment Banking Due Diligence Trading Investment Research and Analysis Venture Capital Services Investment Policy Development Nasaa Series 65 Securities License Securities Chartered Financial Analyst
Certifications:
Certified Public Accountant (Cpa) Chartered Financial Analyst (Cfa) Personal Financial Specialist (Pfs) Nasaa Series 65 Securities License Nasaa Series 63 Securities License