Zuckerman Investment Group Jun 2017 - Apr 2019
Relationship Manager
Wells Fargo Oct 2015 - May 2017
Investment and Fiduciary Services Associate
Wells Fargo Jan 2014 - Oct 2015
Financial Analyst - Commercial Strategies
Geneva Advisors Jun 2013 - Aug 2013
Equity Analyst Intern
Jmg Financial Group, Ltd. Jun 2013 - Aug 2013
Financial Advisor
Education:
Northwestern University 2016 - 2017
University of Illinois at Urbana - Champaign 2010 - 2013
Bachelors, Bachelor of Science, Finance
Skills:
Financial Analysis Financial Modeling Microsoft Excel Powerpoint Microsoft Office Valuation Finance Microsoft Word Investments Teamwork Equities
Blueridge Elementary School Missouri City TX 1965-1966, Dulles Junior High School Sugar Land TX 1965-1968, Hartman Junior High School Houston TX 1966-1968, Dulles Middle School Missouri City TX 1966-1968, Dowling Junior High School Houston TX 1969-1971
Timothy Stringer (1959-1961), Adam Knox (1987-1989), Powell Kristi (1979-1984), Laurie Johnson (1972-1976), Robin Davis (1966-1968), Keith Hooker (1965-1966)