Resumes
Resumes
Operations Team Manager And Qa
View pageLocation:
Pittsburgh, PA
Industry:
Investment Management
Work:
Invesmart
Operations Team Manager and Qa
Operations Team Manager and Qa
Director Of Institutional Retirement
View pageLocation:
Pittsburgh, PA
Industry:
Financial Services
Work:
PNC since Apr 2012
Vested Interest Relationship Manager - Institutional Investments
Greycourt & Co., Inc. Jun 2009 - Jan 2012
Investment Analyst
Greycourt & Co. Jul 2008 - Jun 2009
Sr. Systems Analyst
Invesmart, Inc. Jan 2003 - Jul 2005
Operations Team Manager
Federated Investors 1999 - 2005
plan administrator
Vested Interest Relationship Manager - Institutional Investments
Greycourt & Co., Inc. Jun 2009 - Jan 2012
Investment Analyst
Greycourt & Co. Jul 2008 - Jun 2009
Sr. Systems Analyst
Invesmart, Inc. Jan 2003 - Jul 2005
Operations Team Manager
Federated Investors 1999 - 2005
plan administrator
Education:
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 - 2008
Masters of Business Administration, Strategy, Finance University of Dayton 1994 - 1998
B.S., Finance
Masters of Business Administration, Strategy, Finance University of Dayton 1994 - 1998
B.S., Finance
Skills:
Business Strategy
Relationship Management
Investments
Product Development
Sales
Customer Relations
Mutual Funds
Asset Management
Asset Allocation
Portfolio Management
Financial Analysis
Customer Service
Analysis
Financial Modeling
Wealth Management
Financial Services
Financial Reporting
Bloomberg
Microsoft Office
Microsoft Excel
Excel
Portfolios
Institutional Sales
Relationship Management
Investments
Product Development
Sales
Customer Relations
Mutual Funds
Asset Management
Asset Allocation
Portfolio Management
Financial Analysis
Customer Service
Analysis
Financial Modeling
Wealth Management
Financial Services
Financial Reporting
Bloomberg
Microsoft Office
Microsoft Excel
Excel
Portfolios
Institutional Sales
Languages:
English
Certifications:
Accredited Investment Fiduciary - Aif
License 25076
Fi360, License 25076
License 25076
Fi360, License 25076