Resumes
Resumes
Vice President, Market Leader
View pageLocation:
12729 Folly Quarter Rd, Ellicott City, MD 21042
Industry:
Financial Services
Work:
BlackRock - San Francisco since Jan 2013
Investment Management Associate
iShares - San Francisco, CA since 2011
Business Development Associate
Fisher Investments - San Mateo, CA 2010 - 2011
Investment Counselor
Fisher Investments - San Mateo, CA 2008 - 2010
Senior Account Executive
Fisher Investments - San Mateo, CA 2007 - 2008
Account Executive
Investment Management Associate
iShares - San Francisco, CA since 2011
Business Development Associate
Fisher Investments - San Mateo, CA 2010 - 2011
Investment Counselor
Fisher Investments - San Mateo, CA 2008 - 2010
Senior Account Executive
Fisher Investments - San Mateo, CA 2007 - 2008
Account Executive
Education:
Clemson University 2007
Bachelor of Science (B.S.), Financial Management
Bachelor of Science (B.S.), Financial Management
Skills:
Series 7
Series 65
Series 63
Investments
Mutual Funds
Asset Allocation
Certified Financial Planner
Asset Management
Etfs
Investment Management
Portfolio Management
Fixed Income
Financial Services
Securities Regulation
Investment Strategies
Trading
Series 65
Series 63
Investments
Mutual Funds
Asset Allocation
Certified Financial Planner
Asset Management
Etfs
Investment Management
Portfolio Management
Fixed Income
Financial Services
Securities Regulation
Investment Strategies
Trading
Certifications:
Certified Financial Planner™
Certified Investment Management Analyst(R)
License 188539
License 128189
Certified Investment Management Analyst(R)
License 188539
License 128189