Pbj Enterprises Inc. - Aml/Kyc Consulting Services Sep 2011 - Oct 2017
Private Client Portfolio Manager
Goldman Sachs 10,000 Small Businesses Baltimore Sep 2011 - Oct 2017
Educational Services Director - Lead Faculty
Old Mutual Asset Management 2009 - 2010
Vice President Business Development
Invesco Us 2006 - 2009
Director - Institutional Sales and Client Relations
Denver Investments 2002 - 2006
Vice President - Institutional Sales and Client Relations
Education:
Georgetown University 2000
Harvard Business School 1992 - 1994
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
Academy of Saint Aloysius
Georgetown University
Georgetown University
Bachelors, English Language and Literature, Literature, English Language
Skills:
Strategy Investments Private Equity Financial Modeling Alternative Investments Sales and New Business Development Client Service and Relationship Management Asset Management Financial Services Strategic Planning Research Data Analysis Client Relations Competitor Analysis Microsoft Office Project Management Hedge Funds Market Research Asset Allocation Financial Analysis Institutional Research Finance Excellent Writing and Presentation Skills Product Marketing Capital Raising Business Development Investor Relations Marketing Presentation Skills Deal Sourcing Business Administration
Manassas Christian School Manassas VA 1982-1984, Sudley Elementary School Manassas VA 1984-1985, Sinclair Elementary School Manassas VA 1985-1987, Stonewall Middle School Manassas VA 1987-1990
Community:
Pam Daugherty, Linda Grimes, Robert Washington, Roger Clark
Helena Sammer, Carol Garner, Pierre Doyon, Bill Maslen, Eddie Grell, Marjolaine Parent, Jessica Tambini, Montgomery Redhead, Fiona Mowat, Louis Henry, Mike Marotta