Resumes
Resumes
Portfolio Strategist
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Charles Schwab
Portfolio Strategist
Charles Schwab Sep 2014 - Mar 2018
Senior Communications Manager
Wells Fargo Jul 2013 - Sep 2014
Regional Private Banker
Wells Fargo Mar 2012 - Jun 2013
Store Manager 3
Wells Fargo Oct 2010 - Mar 2012
Store Manager 1
Portfolio Strategist
Charles Schwab Sep 2014 - Mar 2018
Senior Communications Manager
Wells Fargo Jul 2013 - Sep 2014
Regional Private Banker
Wells Fargo Mar 2012 - Jun 2013
Store Manager 3
Wells Fargo Oct 2010 - Mar 2012
Store Manager 1
Education:
University of Colorado Denver 2012 - 2015
Master of Business Administration, Masters, Marketing University of Colorado Boulder 2004 - 2007
Bachelors, Bachelor of Arts
Master of Business Administration, Masters, Marketing University of Colorado Boulder 2004 - 2007
Bachelors, Bachelor of Arts
Skills:
Consumer Lending
Small Business Lending
Loans
Credit
Banking
Commercial Lending
Lines of Credit
Commercial Banking
Retail Banking
Mortgage Lending
Cross Selling
Credit Analysis
Loan Origination
Branch Management
Deposits
Refinance
Branch Banking
Home Equity Loans
Home Equity Lines of Credit
Credit Cards
Residential Mortgages
Finance
Cash Management
Wealth Management
Relationship Management
Mortgage Banking
Merchant Services
Private Banking
Customer Retention
Portfolio Management
Sales Management
Financial Analysis
Sales
Risk Management
Investments
Series 7
Financial Services
Leadership
Series 63
Strategic Financial Planning
Mutual Funds
Series 6
Business Development
Personal Banking
Underwriting
Small Business Lending
Loans
Credit
Banking
Commercial Lending
Lines of Credit
Commercial Banking
Retail Banking
Mortgage Lending
Cross Selling
Credit Analysis
Loan Origination
Branch Management
Deposits
Refinance
Branch Banking
Home Equity Loans
Home Equity Lines of Credit
Credit Cards
Residential Mortgages
Finance
Cash Management
Wealth Management
Relationship Management
Mortgage Banking
Merchant Services
Private Banking
Customer Retention
Portfolio Management
Sales Management
Financial Analysis
Sales
Risk Management
Investments
Series 7
Financial Services
Leadership
Series 63
Strategic Financial Planning
Mutual Funds
Series 6
Business Development
Personal Banking
Underwriting