Resumes
Resumes
Senior Vice President, Director Of Portfolio Management And Research, Retirement Advisory Services
View pageLocation:
2537 Farnum St, Casper, WY 82609
Industry:
Financial Services
Work:
Morningstar - Chicago, IL since Jul 2010
Senior Fund Analyst
American Association of Individual Investors - Chicago, IL Sep 2004 - Jul 2010
Financial Analyst
Merrill Lynch - St. Louis, MO Jun 2003 - Aug 2003
Intern
Edward Jones - St. Louis, MO Jun 2002 - Aug 2002
Treasury Intern
Senior Fund Analyst
American Association of Individual Investors - Chicago, IL Sep 2004 - Jul 2010
Financial Analyst
Merrill Lynch - St. Louis, MO Jun 2003 - Aug 2003
Intern
Edward Jones - St. Louis, MO Jun 2002 - Aug 2002
Treasury Intern
Education:
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 - 2010
MBA, Finance University of Missouri-Columbia 2000 - 2004
Bachelors, Finance and Banking
MBA, Finance University of Missouri-Columbia 2000 - 2004
Bachelors, Finance and Banking
Skills:
Closed End Funds
Mutual Funds
Fixed Income
Equities
Asset Allocation
Investments
Investment Strategies
Analysis
Options
Financial Analysis
Writing
Mutual Funds
Fixed Income
Equities
Asset Allocation
Investments
Investment Strategies
Analysis
Options
Financial Analysis
Writing
Certifications:
Chartered Financial Analyst
Cfa Institute
Cfa Institute
Senior Fund Analyst, Morningstar
View pagePosition:
Senior Fund Analyst at Morningstar
Location:
Greater Chicago Area
Industry:
Financial Services
Work:
Morningstar - Chicago, IL since Jul 2010
Senior Fund Analyst
American Association of Individual Investors - Chicago, IL Sep 2004 - Jul 2010
Financial Analyst
Merrill Lynch - St. Louis, MO Jun 2003 - Aug 2003
Intern
Edward Jones - St. Louis, MO Jun 2002 - Aug 2002
Treasury Intern
Senior Fund Analyst
American Association of Individual Investors - Chicago, IL Sep 2004 - Jul 2010
Financial Analyst
Merrill Lynch - St. Louis, MO Jun 2003 - Aug 2003
Intern
Edward Jones - St. Louis, MO Jun 2002 - Aug 2002
Treasury Intern
Education:
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 - 2010
MBA, Finance University of Missouri-Columbia 2000 - 2004
Bachelors, Finance and Banking
MBA, Finance University of Missouri-Columbia 2000 - 2004
Bachelors, Finance and Banking
Skills:
Closed-end Funds
Mutual Funds
Fixed Income
Equities
Asset Allocation
Investments
Investment Strategies
Analysis
Options
Financial Analysis
Writing
Mutual Funds
Fixed Income
Equities
Asset Allocation
Investments
Investment Strategies
Analysis
Options
Financial Analysis
Writing