Resumes
Resumes
Vice President At Dimensional Fund Advisors
View pagePosition:
Vice President & Senior Regional Director at Dimensional Fund Advisors
Location:
Austin, Texas Area
Industry:
Financial Services
Work:
Dimensional Fund Advisors since Jun 1998
Vice President & Senior Regional Director
Ernst & Young 1996 - 1998
Senior Manager
Mercer Advisors 1994 - 1996
Chief Portfolio Manager
Vice President & Senior Regional Director
Ernst & Young 1996 - 1998
Senior Manager
Mercer Advisors 1994 - 1996
Chief Portfolio Manager
Education:
University of California, Santa Barbara 1991 - 1992
M.A., Economics California State University-Chico 1987 - 1991
B.A., Economics & Political Science
M.A., Economics California State University-Chico 1987 - 1991
B.A., Economics & Political Science
Skills:
Investments
Strategic Financial Planning
Asset Managment
Financial Analysis
Strategic Planning
Portfolio Management
Wealth Management
Microsoft Excel
Risk Management
Microsoft Office
Retirement Planning
Project Management
Business Strategy
New Business Development
Budgets
Public Speaking
PowerPoint
Insurance
Customer Service
Strategic Financial Planning
Asset Managment
Financial Analysis
Strategic Planning
Portfolio Management
Wealth Management
Microsoft Excel
Risk Management
Microsoft Office
Retirement Planning
Project Management
Business Strategy
New Business Development
Budgets
Public Speaking
PowerPoint
Insurance
Customer Service
Honor & Awards:
Chartered Financial Analyst (CFA)
FINRA Series 24, 7, 63, 65 Licenses
Vice President
View pageLocation:
Leander, TX
Industry:
Construction
Work:
Reliant Pools
Vice President
Vice President
Sales Executive
View pageLocation:
Austin, TX
Industry:
Consumer Services
Work:
Milliemun Pools
Sales Executive
Sales Executive