Resumes
Resumes

Senior Analyst, Investment Manager Research
View pageLocation:
496 Longfellow Ave, Kirkwood, MO 63122
Industry:
Financial Services
Work:
Edward Jones
Senior Analyst, Investment Manager Research
Patriot Wealth Management, Inc. Jan 2004 - Nov 2012
Portfolio Manager
Fca Corp May 2002 - Dec 2003
Portfolio Manager
Murray & Co. Asset Management, Ltd. Jul 1999 - May 2002
Portfolio Manager
Texas Permanent School Fund Sep 1996 - Jul 1999
Equity Analyst
Senior Analyst, Investment Manager Research
Patriot Wealth Management, Inc. Jan 2004 - Nov 2012
Portfolio Manager
Fca Corp May 2002 - Dec 2003
Portfolio Manager
Murray & Co. Asset Management, Ltd. Jul 1999 - May 2002
Portfolio Manager
Texas Permanent School Fund Sep 1996 - Jul 1999
Equity Analyst
Education:
The University of Texas at Austin - Red Mccombs School of Business 2005 - 2007
Master of Business Administration, Masters The University of Texas at Austin 1992 - 1996
Bachelors, Bachelor of Business Administration, Finance
Master of Business Administration, Masters The University of Texas at Austin 1992 - 1996
Bachelors, Bachelor of Business Administration, Finance
Skills:
Investments
Portfolio Management
Financial Analysis
Valuation
Asset Managment
Asset Management
Mutual Funds
Equities
Fixed Income
Risk Management
Due Diligence
Asset Allocation
Investment Strategies
Bloomberg
Visual Basic For Applications
Morningstar
Etfs
Blackrock Aladdin
Barra
Advent
Trading
Investment Management
Securities
Visual Basic
Investment Research
Presentations
Factset
Portfolio Management
Financial Analysis
Valuation
Asset Managment
Asset Management
Mutual Funds
Equities
Fixed Income
Risk Management
Due Diligence
Asset Allocation
Investment Strategies
Bloomberg
Visual Basic For Applications
Morningstar
Etfs
Blackrock Aladdin
Barra
Advent
Trading
Investment Management
Securities
Visual Basic
Investment Research
Presentations
Factset
Certifications:
Chartered Financial Analyst
Financial Risk Manager
Certificate In Investment Performance Measurement
Financial Risk Manager
Certificate In Investment Performance Measurement