Resumes
Resumes
Senior Business Performance Analyst
View pageLocation:
500 Newport Center Dr, Newport Beach, CA 92660
Industry:
Hospital & Health Care
Work:
Texas Health Resources
Senior Business Performance Analyst
United Capital Financial Advisers, Llc Jan 2016 - Apr 2018
Portfolio Manager
United Capital Financial Advisers, Llc Oct 1, 2014 - Jan 2016
Portfolio Manager at United Capital Financial Advisers, Llc
Canterbury Consulting Dec 2012 - Oct 2014
Analyst
United Capital Financial Advisers, Llc Jun 2010 - Dec 2012
Investment Operations
Senior Business Performance Analyst
United Capital Financial Advisers, Llc Jan 2016 - Apr 2018
Portfolio Manager
United Capital Financial Advisers, Llc Oct 1, 2014 - Jan 2016
Portfolio Manager at United Capital Financial Advisers, Llc
Canterbury Consulting Dec 2012 - Oct 2014
Analyst
United Capital Financial Advisers, Llc Jun 2010 - Dec 2012
Investment Operations
Education:
Southern Methodist University - Cox School of Business 2017 - 2019
Master of Business Administration, Masters, Business San Diego State University 2003 - 2007
Bachelors, Bachelor of Science, Business Administration, Finance
Master of Business Administration, Masters, Business San Diego State University 2003 - 2007
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Investments
Alternative Investments
Microsoft Excel
Financial Modeling
Sql
Tableau
Data Analysis
Data Visualization
Alteryx
Alternative Investments
Microsoft Excel
Financial Modeling
Sql
Tableau
Data Analysis
Data Visualization
Alteryx
Certifications:
Series 7 General Securities Representative Exam