Resumes
Resumes
Financial Advisor
View pageLocation:
606 Golf Ave, Royal Oak, MI 48073
Industry:
Financial Services
Work:
Telemus
Financial Advisor
Bank of Ann Arbor 2016 - 2018
Vice President, Portfolio Manager
Comerica Bank 2014 - 2016
Vice President, Product Manager
Comerica Bank 2008 - 2014
Fixed Income Trader
Northern Trust Asset Management 2007 - 2008
Associate Portfolio Manager
Financial Advisor
Bank of Ann Arbor 2016 - 2018
Vice President, Portfolio Manager
Comerica Bank 2014 - 2016
Vice President, Product Manager
Comerica Bank 2008 - 2014
Fixed Income Trader
Northern Trust Asset Management 2007 - 2008
Associate Portfolio Manager
Education:
University of Michigan
Master of Science, Master of Business Administration, Masters, Business Finance University of Michigan
Bachelors, Bachelor of Arts, Economics
Master of Science, Master of Business Administration, Masters, Business Finance University of Michigan
Bachelors, Bachelor of Arts, Economics
Skills:
Fixed Income
Portfolio Management
Wealth Management
Investment Management
Capital Markets
Asset Allocation
Bloomberg
Bloomberg Api
Bondedge
Mbs Pools
Envestnet
Series 7
Bonds
Asset Management
Fixed Income Trading
Cmos
Passed Level 2 Cfa
Fund Manager Due Diligence
Portfolio Management
Wealth Management
Investment Management
Capital Markets
Asset Allocation
Bloomberg
Bloomberg Api
Bondedge
Mbs Pools
Envestnet
Series 7
Bonds
Asset Management
Fixed Income Trading
Cmos
Passed Level 2 Cfa
Fund Manager Due Diligence
Certifications:
Cfa Charterholder