Resumes
Resumes
Assistant Vice President Risk Analyst
View pageLocation:
Charlotte, NC
Industry:
Banking
Work:
Bank of America
Assistant Vice President Risk Analyst
Deloitte May 2016 - Jul 2018
Consultant
Baird Aug 2011 - Mar 2016
Senior Client Specialist
Wells Fargo Advisors Nov 2007 - Aug 2011
Senior Client Specialist
Wells Fargo Jul 2006 - Nov 2007
Corporate Investment Banking Sales Assistant
Assistant Vice President Risk Analyst
Deloitte May 2016 - Jul 2018
Consultant
Baird Aug 2011 - Mar 2016
Senior Client Specialist
Wells Fargo Advisors Nov 2007 - Aug 2011
Senior Client Specialist
Wells Fargo Jul 2006 - Nov 2007
Corporate Investment Banking Sales Assistant
Education:
Meredith College 2001 - 2004
Bachelors, Business Administration, Management, Business Administration and Management
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Customer Service
Leadership
Sales
Management
Event Management
Investments
Strategic Planning
Series 7
Research
Powerpoint
Microsoft Excel
Public Speaking
Microsoft Office
Event Planning
Python
Leadership
Sales
Management
Event Management
Investments
Strategic Planning
Series 7
Research
Powerpoint
Microsoft Excel
Public Speaking
Microsoft Office
Event Planning
Python
Languages:
English
Certifications:
Series 7 (General Securities Representative)
Series 63 (Uniform Securities Agent State Law Exam)
Series 65 (Nasaa- Investment Advisors Law Exam)
Certified Scrum Master
Financial Industry Regulatory Authority (Finra)
Series 63 (Uniform Securities Agent State Law Exam)
Series 65 (Nasaa- Investment Advisors Law Exam)
Certified Scrum Master
Financial Industry Regulatory Authority (Finra)
Chief Executive Officer
View pageLocation:
Charlotte, NC
Work:
Malone Lockaby
Chief Executive Officer
Chief Executive Officer