Resumes
Resumes

Client Services Associate
View pageIndustry:
Financial Services
Work:
Private Company
Client Services Associate
Stevard
Client Services Associate
Matrix Capital Advisors Llc Jul 2016 - Jul 2019
Client Service Associate
Gofen & Glossberg Sep 2014 - Jul 2016
Client Service Associate
Dolan Mceniry Capital Management Jan 2013 - Jul 2014
Client Service
Client Services Associate
Stevard
Client Services Associate
Matrix Capital Advisors Llc Jul 2016 - Jul 2019
Client Service Associate
Gofen & Glossberg Sep 2014 - Jul 2016
Client Service Associate
Dolan Mceniry Capital Management Jan 2013 - Jul 2014
Client Service
Education:
The University of Kansas 2001 - 2005
Bachelors, Bachelor of Science, Management, Sports Management
Bachelors, Bachelor of Science, Management, Sports Management
Skills:
Series 7
Financial Services
Portfolio Management
Finance
Series 63
Microsoft Crm
Crm Software
Mutual Funds
Asset Allocation
Securities
Wealth Management
Options
Bloomberg
Relationship Management
Fixed Income
Financial Services
Portfolio Management
Finance
Series 63
Microsoft Crm
Crm Software
Mutual Funds
Asset Allocation
Securities
Wealth Management
Options
Bloomberg
Relationship Management
Fixed Income

Sari Kvasnik Chicago, IL
View pageWork:
Morgan Stanley Smith Barney
May 2011 to Present
Registered Client Services Associate
Skender Construction
Chicago, IL
Aug 2009 to May 2011
Project Coordinator
Man Investments Inc
Chicago, IL
Nov 2006 to Jun 2009
Registered Administrative Sales Assistant
May 2011 to Present
Registered Client Services Associate
Skender Construction
Chicago, IL
Aug 2009 to May 2011
Project Coordinator
Man Investments Inc
Chicago, IL
Nov 2006 to Jun 2009
Registered Administrative Sales Assistant
Education:
University of Kansas
Lawrence, KS
Dec 2005
Bachelor of Science in Sports Science
Lawrence, KS
Dec 2005
Bachelor of Science in Sports Science