Resumes
Resumes
Senior Treasury Analyst
View pageLocation:
Stillwater, NY
Industry:
Investment Management
Work:
Fenwick Foods Corporation dba Prosciutto's Pizzeria & Pub - Cornelius, NC since Nov 2005
Co-Owner/Business Analyst
C.F. Parks and Co. Inc. - Salisbury, NC Jun 2012 - Jan 2013
Investment Management Analyst
Ballentine, Finn & Co. - Lincoln, Ma Oct 1999 - Nov 2002
Investment Performance Analyst
Independence Fixed Income Associates (a wholly owned subsidiary of John Hancock Mutual Life) - McLean, Va Feb 1997 - Apr 1999
Operations Officer
Co-Owner/Business Analyst
C.F. Parks and Co. Inc. - Salisbury, NC Jun 2012 - Jan 2013
Investment Management Analyst
Ballentine, Finn & Co. - Lincoln, Ma Oct 1999 - Nov 2002
Investment Performance Analyst
Independence Fixed Income Associates (a wholly owned subsidiary of John Hancock Mutual Life) - McLean, Va Feb 1997 - Apr 1999
Operations Officer
Education:
University of Maryland College Park 1988 - 1992
BS, Double Major Finance & Marketing
BS, Double Major Finance & Marketing
Skills:
Investments
Portfolio Management
Management
Mutual Funds
Analysis
Financial Analysis
Microsoft Excel
Sales
Project Management
Account Reconciliation
Strategy
Customer Service
Securities
Asset Allocation
Finance
Trading
Microsoft Office
Microsoft Word
Security Analysis
Research
Equity Valuation
Etfs
Asset Management
Equities
Alternative Investments
Factset
Investment Management
Investment Strategies
Financial Services
Wealth Management
Fixed Income
Portfolio Management
Management
Mutual Funds
Analysis
Financial Analysis
Microsoft Excel
Sales
Project Management
Account Reconciliation
Strategy
Customer Service
Securities
Asset Allocation
Finance
Trading
Microsoft Office
Microsoft Word
Security Analysis
Research
Equity Valuation
Etfs
Asset Management
Equities
Alternative Investments
Factset
Investment Management
Investment Strategies
Financial Services
Wealth Management
Fixed Income
Certifications:
Series 7
Series 66
Cfa Institute
Passed 2016 Cfa Level Ii Exam
2017 Level Iii Cfa Candidate
Series 66
Cfa Institute
Passed 2016 Cfa Level Ii Exam
2017 Level Iii Cfa Candidate