Mercer
Senior Compliance Specialist
Moneta Group
Operations Manager
Archford Capital Strategies Mar 2013 - May 2018
Chief Compliance Officer and Adminstrator
Merrill Lynch Feb 2009 - Mar 2013
Senior Registered Client Associate
Morgan Stanley Apr 2006 - Feb 2009
Senior Registered Client Associate and Assistant Branch Manager
Education:
University of Missouri - Saint Louis 2000 - 2004
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Alternative Investments Portfolio Management Investments Strategic Planning Equities Asset Management
J. E. Manch Elementary School Las Vegas NV 1970-1972, Fay Herron Elementary School North Las Vegas NV 1972-1974, James Bickley Elementary School Clovis NM 1974-1977, Marshall Junior High School Clovis NM 1977-1979