Resumes
Resumes

Financial Advisor
View pageLocation:
933 north Harrison Ave, Kirkwood, MO 63122
Industry:
Financial Services
Work:
Massmutual St. Louis
Financial Advisor
Correct Capital Wealth Management Jan 2019 - Jun 2019
Chief Investment Officer
Wells Fargo Advisors Apr 2005 - Jan 2019
Senior Vice President -- Senior Equity Portfolio Manager
Premier Investment Research 2002 - 2004
President
Financial Advisor
Correct Capital Wealth Management Jan 2019 - Jun 2019
Chief Investment Officer
Wells Fargo Advisors Apr 2005 - Jan 2019
Senior Vice President -- Senior Equity Portfolio Manager
Premier Investment Research 2002 - 2004
President
Education:
University of Missouri - Columbia Sep 1983 - Sep 1987
Master of Business Administration, Masters, Finance Purdue University 1977 - 1981
Bachelors, Bachelor of Science, Engineering
Master of Business Administration, Masters, Finance Purdue University 1977 - 1981
Bachelors, Bachelor of Science, Engineering
Skills:
Portfolio Management
Asset Management
Investments
Equity Research
Investment Strategies
Asset Allocation
Due Diligence
Financial Modeling
Securities
Investment Advisory
Equities
Asset Management
Investments
Equity Research
Investment Strategies
Asset Allocation
Due Diligence
Financial Modeling
Securities
Investment Advisory
Equities
Certifications:
Chartered Financial Analyst (Cfa)
Missouri Life, Accident & Health Insurance License
License 011253
Missouri Life, Accident & Health Insurance License
License 011253