Resumes
Resumes

Interface Specialist
View pageLocation:
5230 Clark Ave, Lakewood, CA 90712
Industry:
Financial Services
Work:
Envestnet, Inc - Greater Denver Area since Jan 2006
Associate Vice President/Operational Liaison
Envestnet Asset Management Jan 2006 - Jun 2011
Senior Institutional Client Services Specialist
Charles Schwab Jun 2000 - Jun 2005
Senior Operations Specialist/Broker
Peak 10 Ventures 2000 - 2000
Carpenter/Framer
Associate Vice President/Operational Liaison
Envestnet Asset Management Jan 2006 - Jun 2011
Senior Institutional Client Services Specialist
Charles Schwab Jun 2000 - Jun 2005
Senior Operations Specialist/Broker
Peak 10 Ventures 2000 - 2000
Carpenter/Framer
Education:
Millikin University 1991 - 1995
BS, Music/Minor Business
BS, Music/Minor Business
Skills:
Series 63
Series 7
Securities
Portfolio Management
Mutual Funds
Financial Services
Investments
Alternative Investments
Equities
Wealth Management
Trading
Asset Allocation
Management
Asset Management
Finance
Financial Analysis
Financial Planning
Risk Management
Xml
Api
Hold Series 7
Fix Protocol
Series 7
Securities
Portfolio Management
Mutual Funds
Financial Services
Investments
Alternative Investments
Equities
Wealth Management
Trading
Asset Allocation
Management
Asset Management
Finance
Financial Analysis
Financial Planning
Risk Management
Xml
Api
Hold Series 7
Fix Protocol
Interests:
Music
Skiing
Climbing
The Outdoors In General
Skiing
Climbing
The Outdoors In General

Associate Vice President
View pagePosition:
Associate Vice President/Operational Liaison at Envestnet, Inc
Location:
Denver, Colorado
Industry:
Financial Services
Work:
Envestnet, Inc - Greater Denver Area since Jan 2006
Associate Vice President/Operational Liaison
Envestnet Asset Management Jan 2006 - Jun 2011
Senior Institutional Client Services Specialist
Charles Schwab Jun 2000 - Jun 2005
Senior Operations Specialist/Broker
Peak 10 Ventures 2000 - 2000
Carpenter/Framer
Associate Vice President/Operational Liaison
Envestnet Asset Management Jan 2006 - Jun 2011
Senior Institutional Client Services Specialist
Charles Schwab Jun 2000 - Jun 2005
Senior Operations Specialist/Broker
Peak 10 Ventures 2000 - 2000
Carpenter/Framer
Education:
Millikin University 1991 - 1995
BS, Music/Minor Business
BS, Music/Minor Business
Skills:
Series 63
Series 7
Series 7
Interests:
Music, Skiing, Climbing, the outdoors in general.