Resumes
Resumes
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Portfolio Manager
View pageLocation:
1 Clark Dr, Newtown Square, PA 19073
Industry:
Investment Management
Work:
Managers Investment Group, LLC Jan 2005 - May 2005
Senior Portfolio Specialist, Vice President
Rorer Asset Management 1998 - 2005
Portfolio Specialist, Vice President
Miller, Anderson & Sherrerd, LLP Jun 1995 - Jan 1998
Portfolio Administrator
SEI Corporation Oct 1992 - Jun 1995
Supervisor, Portfolio Accounting Group
Senior Portfolio Specialist, Vice President
Rorer Asset Management 1998 - 2005
Portfolio Specialist, Vice President
Miller, Anderson & Sherrerd, LLP Jun 1995 - Jan 1998
Portfolio Administrator
SEI Corporation Oct 1992 - Jun 1995
Supervisor, Portfolio Accounting Group
Education:
Villanova University, MBA 1994 - 1997
MBA The Catholic University of America 1987 - 1991
Bachelor of Arts, Finance
MBA The Catholic University of America 1987 - 1991
Bachelor of Arts, Finance
Skills:
Portfolio Management
Asset Allocation
Investments
Equities
Investment Strategies
Mutual Funds
Asset Management
Securities
Financial Services
Strategic Planning
Investment Management
Insurance
Fixed Income
Finance
Series 63
Wealth Management
Bloomberg
Investment Advisory
Financial Analysis
401K
Asset Managment
Relationship Management
Private Equity
Trading
Investor Relations
Strategic Financial Planning
Series 65
Process Improvement
Separately Managed Accounts
Microsoft Excel
Due Diligence
Project Management
Institutional
Business Analysis
Series 6
Financial Reporting
Client Services
Fund of Funds
Endowments
Etfs
Financial Planning
Management
Valuation
Retirement Planning
Asset Allocation
Investments
Equities
Investment Strategies
Mutual Funds
Asset Management
Securities
Financial Services
Strategic Planning
Investment Management
Insurance
Fixed Income
Finance
Series 63
Wealth Management
Bloomberg
Investment Advisory
Financial Analysis
401K
Asset Managment
Relationship Management
Private Equity
Trading
Investor Relations
Strategic Financial Planning
Series 65
Process Improvement
Separately Managed Accounts
Microsoft Excel
Due Diligence
Project Management
Institutional
Business Analysis
Series 6
Financial Reporting
Client Services
Fund of Funds
Endowments
Etfs
Financial Planning
Management
Valuation
Retirement Planning
Certifications:
Series 6
Series 63
Series 65
Series 63
Series 65