Resumes
Resumes
Portfolio Manager
View pageLocation:
Phoenix, AZ
Industry:
Financial Services
Work:
Matson Money Apr 2007 - Apr 20, 2018
Portfolio Manager
Keystone Wealth Partners, Llc Apr 2007 - Apr 20, 2018
Portfolio Manager
Portfolio Manager
Keystone Wealth Partners, Llc Apr 2007 - Apr 20, 2018
Portfolio Manager
Education:
Miami University 2002 - 2006
Bachelors, Bachelor of Science, Finance
Bachelors, Bachelor of Science, Finance
Skills:
Modern Portfolio Theory
Investment Advisory
Investment Management
Asset Allocation
Wealth Management
Asset Management
Retirement Planning
Financial Advisory
Finance
Iras
Retirement
Management
Investments
Portfolio Management
Mutual Funds
Investment Advisory
Investment Management
Asset Allocation
Wealth Management
Asset Management
Retirement Planning
Financial Advisory
Finance
Iras
Retirement
Management
Investments
Portfolio Management
Mutual Funds
Certifications:
Passed Cfa Level I
Passed Cfa Level Ii
Series 65
Passed Cfa Level Iii
Chartered Financial Analyst Charterholder (Cfa) Charterholder
Passed Cfa Level Ii
Series 65
Passed Cfa Level Iii
Chartered Financial Analyst Charterholder (Cfa) Charterholder
Kenny Gatliff
View pageLocation:
United States