Resumes
Resumes
Managing Principal
View pageLocation:
25389 Hilliard Blvd, Westlake, OH 44145
Industry:
Investment Management
Work:
Clement Capital, Llc
Managing Principal
Andco - Formerly the Bogdahn Group 2012 - 2013
Senior Consultant
Segal Marco Advisors 2006 - 2012
Vice President and Senior Consultant
Portfolio Analytics 2000 - 2006
Vice President and Director of Consulting
Ubs Dec 1997 - 2000
Senior Consultant
Managing Principal
Andco - Formerly the Bogdahn Group 2012 - 2013
Senior Consultant
Segal Marco Advisors 2006 - 2012
Vice President and Senior Consultant
Portfolio Analytics 2000 - 2006
Vice President and Director of Consulting
Ubs Dec 1997 - 2000
Senior Consultant
Education:
Creighton University's Heider College of Business 2015 - 2017
Master of Science, Masters, Management Creighton University 2015 - 2017
Master of Science, Masters, Management University of Detroit Mercy 1997 - 1999
Master of Business Administration, Masters, Economics Northwood University 1985 - 1989
Bachelors, Bachelor of Business Administration, Management
Master of Science, Masters, Management Creighton University 2015 - 2017
Master of Science, Masters, Management University of Detroit Mercy 1997 - 1999
Master of Business Administration, Masters, Economics Northwood University 1985 - 1989
Bachelors, Bachelor of Business Administration, Management
Skills:
Alternative Investments
Asset Allocation
Investment Strategies
Investments
Investment Management
Hedge Funds
Equities
Equity Research
Portfolio Management
Mutual Funds
Fixed Income
Asset Management
Defined Benefit
Investment Advisory
Capital Markets
Private Equity
Pensions
Valuation
Financial Services
Financial Modeling
Securities
Pension Funds
Bloomberg
Due Diligence
Retirement
Asset Managment
401K
Derivatives
Equity Derivatives
Institutional Investments
Finra
Management
Emerging Markets
Bonds
Structured Finance
Commodity
Defined Contribution
Financial Analysis
Risk Management
Fund of Funds
Venture Capital
Business Development
Project Management
Team Management
Securities Regulation
Investor Relations
Asset Allocation
Investment Strategies
Investments
Investment Management
Hedge Funds
Equities
Equity Research
Portfolio Management
Mutual Funds
Fixed Income
Asset Management
Defined Benefit
Investment Advisory
Capital Markets
Private Equity
Pensions
Valuation
Financial Services
Financial Modeling
Securities
Pension Funds
Bloomberg
Due Diligence
Retirement
Asset Managment
401K
Derivatives
Equity Derivatives
Institutional Investments
Finra
Management
Emerging Markets
Bonds
Structured Finance
Commodity
Defined Contribution
Financial Analysis
Risk Management
Fund of Funds
Venture Capital
Business Development
Project Management
Team Management
Securities Regulation
Investor Relations
Certifications:
Certified Investment Management Analyst
Retirement Plan Fundamentals (Rpf) Certificate
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Investment Management Consultants Association
The American Society of Pension Professionals & Actuaries
The American College of Financial Services
Cfa Institute
Chartered Alternative Investment Association
Certified Investment Management Analyst (Cima)
Chartered Alternative Investment Analyst (Caia)
Retirement Plan Fundamentals (Rpf) Certificate
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Investment Management Consultants Association
The American Society of Pension Professionals & Actuaries
The American College of Financial Services
Cfa Institute
Chartered Alternative Investment Association
Certified Investment Management Analyst (Cima)
Chartered Alternative Investment Analyst (Caia)