Resumes
Resumes
Financial Planner
View pageLocation:
425 south 7Th St, Brighton, MI 48116
Industry:
Financial Services
Work:
Caitlin John Private Wealth Management - Brighton, MI since Mar 2011
Portfolio Manager
Dürr Systems, Mexico May 2008 - Aug 2008
Accounting Intern
Dürr Systems, Inc. Nov 2007 - Dec 2007
Holiday Shipping Supervisor
Dürr Systems, Inc. May 2007 - Aug 2007
Accounting Intern
Portfolio Manager
Dürr Systems, Mexico May 2008 - Aug 2008
Accounting Intern
Dürr Systems, Inc. Nov 2007 - Dec 2007
Holiday Shipping Supervisor
Dürr Systems, Inc. May 2007 - Aug 2007
Accounting Intern
Education:
University of Michigan 2006 - 2010
B.A., Economics St. Mary's Preparatory 2002 - 2006
High School Diploma
B.A., Economics St. Mary's Preparatory 2002 - 2006
High School Diploma
Skills:
Financial Analysis
Portfolio Management
Analysis
Microsoft Excel
Microsoft Office
Customer Service
Strategic Planning
Cash Flow
Microsoft Word
Spanish
Account Reconciliation
Portfolio Management
Analysis
Microsoft Excel
Microsoft Office
Customer Service
Strategic Planning
Cash Flow
Microsoft Word
Spanish
Account Reconciliation
Languages:
Spanish
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Certified Financial Planner (Cfp)
Cfa Institute
2017 Level Ii Cfa Candidate
Certified Financial Planner (Cfp)
Cfa Institute
2017 Level Ii Cfa Candidate
Adam Blocki Brighton, MI
View pageWork:
A Smarter Way to Invest
Aug 2012 to 2000
Chief Investment Strategist
Caitlin John Private Wealth Management
Mar 2011 to 2000
Portfolio Manager & Director of Operations
Drr Systems
Plymouth, MI
Jun 2007 to Aug 2008
Summer Accounting Intern
Aug 2012 to 2000
Chief Investment Strategist
Caitlin John Private Wealth Management
Mar 2011 to 2000
Portfolio Manager & Director of Operations
Drr Systems
Plymouth, MI
Jun 2007 to Aug 2008
Summer Accounting Intern
Education:
University of Michigan
Ann Arbor, MI
Dec 2010
Bachelor of Arts in Economics
Ann Arbor, MI
Dec 2010
Bachelor of Arts in Economics
Skills:
Microsoft Excel, Microsoft Office, Adobe Creative Suite including InDesign, Photoshop, and Illustrator