Resumes
Resumes

Financial Insurance Producer
View pageLocation:
Washington, DC
Industry:
Financial Services
Work:
Merrill Lynch Nov 2003 - Nov 2008
Portfolio Analyst
Smith Barney Sep 1997 - Sep 2003
Sr. Associate
Portfolio Analyst
Smith Barney Sep 1997 - Sep 2003
Sr. Associate
Skills:
Wealth Management
Alternative Investments
Asset Allocation
Fixed Income
Financial Modeling
Mutual Funds
Portfolio Management
Investments
Investment Strategies
Series 63
Investment Advisory
Hedge Funds
Strategic Financial Planning
Asset Management
Alternative Investments
Asset Allocation
Fixed Income
Financial Modeling
Mutual Funds
Portfolio Management
Investments
Investment Strategies
Series 63
Investment Advisory
Hedge Funds
Strategic Financial Planning
Asset Management
Certifications:
Series 3, 6, 7, & 10
Canadian Securities License
License Dc, Va, Md, De, Ny, Pa
Securities America, Inc. Member Finra/Sipc
Association of Canadian Financial Officers / Association Canadienne Des Agents Financiers
National Association of Insurance Commissioners (Naic), License Dc, Va, Md, De, Ny, Pa
Canadian Securities License
License Dc, Va, Md, De, Ny, Pa
Securities America, Inc. Member Finra/Sipc
Association of Canadian Financial Officers / Association Canadienne Des Agents Financiers
National Association of Insurance Commissioners (Naic), License Dc, Va, Md, De, Ny, Pa