Southern Bridge Capital Jan 2007 - 2013
Board Advisory Member and Fundraiser and Business Development
Slate Advisors Jul 2009 - Dec 2012
Client Relationship, Business Development and Investment Consultant
Global Thematic Partners Jul 2009 - Dec 2012
Portfolio Manager and Product Specialist
Dws Group Sep 2001 - Jan 2009
Senior Portfolio Manager and Product Specialist
Scudder Investments May 1993 - Sep 2001
Senior Portfolio Manager, Product Specialist and Research Analyst
Education:
Boston College
Bachelors, Bachelor of Science, Finance, French
Skills:
Emerging Markets Portfolio Management Equities Hedge Funds New Business Development Investments Asset Management Crm Media Relations Alternative Investments Board of Directors Start Ups Capital Markets Valuation Thought Leadership Team Leadership Bloomberg Strategy Fixed Income Financial Modeling Private Equity Client Relationship Building Global Equities Non Profit Board Development Advisory Boards Non Profit Volunteer Investment Banking Venture Capital Series 7 Financial Analysis Mutual Funds Customer Relationship Management Trading Writing Board of Director Experience Executive Coaching Presentation Coaching Sustainability Corporate Governance Impact Investing Social Impact Alternative Investment Strategies Capital Markets Analysis
Certifications:
Chartered Financial Analyst
Global Emerging Markets|Portfolio Management|Client Relationship|New Business Development|Asia,Emea&Latin America
Sep 2012 to 2000 Contractor, ApprenticeshipResources For Human Development Bethlehem, PA Aug 2011 to Sep 2012 Direct Care CounselorHunterdon Developmental Center Clinton, NJ Jun 2007 to Feb 2010 Direct Care StaffNew York Urban Clothing Co. Easton, PA Apr 2005 to Jun 2007 Sales/Inventory Representative, New York Urban Clothing Co.
Education:
Easton Area High School Easton, PA 2002 to 2006 High School Diploma in General