Red Cottage
Portfolio Manager
Lourdmurray Oct 2014 - Jul 2017
Client Service Director and Senior Client Service Associate
Ewam Mar 2012 - Oct 2014
Freelance Event Manager
Clare Foundation Apr 2014 - Jun 2014
Freelance Event Manager
City National Bank Mar 2007 - Dec 2013
Investment Relationship Advisor
Education:
University of Massachusetts Amherst 1994 - 1999
Bachelors, Bachelor of Science, Communication
Skills:
Wealth Management Superior Client Service Interpersonal Communication Abilities Building Relationships Management Client Services Portfolio Management Investments Strategy Lead Generation Vendor Management Marketing Budgets Product Marketing Event Management Investment Strategies Certified Investment Management Analyst Finance Retirement Plan Consulting Financial Services Financial Analysis Investment Management Banking Retirement Savings Leadership Asset Management