Equitable Bank
Operations Manager
The Trust Company, Na Jun 2011 - Dec 2017
Principal, Director of Operations and Information Technology
Fi-Tek, Llc Jun 2011 - Dec 2017
Senior Technical Product Manager Wealth Management Solutions
The Trust Company, Na Jun 2011 - Nov 2013
Portfolio Manager
Monroe Bank & Trust Jan 2009 - Jun 2011
Assistant Vice President Portfolio Manager
Education:
University of Notre Dame - Mendoza College of Business 2013 - 2017
Master of Business Administration, Masters
University of Notre Dame - Mendoza College of Business 2015 - 2017
Master of Business Administration, Masters
The University of Toledo 2006 - 2009
Bachelors, Accounting, Finance
Northwest State Community College 2002 - 2004
Associates, Construction
Skills:
Portfolio Management Investments Finance Financial Analysis Financial Modeling Management Asset Allocation Analysis Wealth Management Risk Management Bloomberg Valuation Financial Planning Due Diligence Strategy Leadership Financial Markets Equities Asset Management Investment Strategies Mutual Funds Microsoft Office Equity Valuation Economics Strategic Financial Planning Derivatives Corporate Finance Banking Strategic Planning Financial Reporting Bloomberg Terminal Microsoft Excel Powerpoint Design Thinking Customer Relationship Management Equity Research Research Accounting It Management Team Building Credit Analysis Project Management Vendor Management Venture Capital Product Management Change Management It Strategy It Operations Program Management Cloud Computing Salesforce.com
Interests:
Investing Technology Economics Business Financial Markets
The Trust Company of Toledo since Jun 2011
Portfolio Manager
MBT Wealth Management Group Jan 2009 - Jun 2011
AVP Portfolio Manager
Student Managed Portfolio Aug 2008 - May 2009
Student Manager
KeyBank May 2008 - Dec 2008
Underwriter Intern
Education:
University of Toledo 2006 - 2009
Bachelors, Finance, Accounting
Northwest State C.C. 2003 - 2005
Associates, Construction Electricity
Skills:
Portfolio Management Financial Modeling Investments Finance Credit Due Diligence