Resumes
Resumes

Owner At Holt & Shapard Capital Management
View pageLocation:
Greater St. Louis Area
Industry:
Financial Services

Self Employed
View pageLocation:
Saint Louis, MO
Industry:
Executive Office
Work:
Self Employed
Holt & Shapard Capital Management Jan 2002 - Dec 2013
Equity Partner
Wells Fargo May 2001 - Jan 2002
Portfolio Manager
Paine Webber Jul 1993 - May 2001
Portfolio Manager
Shearson Lehman Nov 1990 - Jul 1993
Senior Vice President of Investments
Education:
University of Colorado Boulder
Bachelors, Business, Business Marketing
Bachelors, Business, Business Marketing
Skills:
Business Development
Team Building
New Client Acquisitions
Team Training
Management
Marketing
Team Building
New Client Acquisitions
Team Training
Management
Marketing
Certifications:
Financial Industry Regulatory Authority (Finra)
