Resumes
Resumes
Investment And Portfolio Strategist
View pageLocation:
5816 Dillon John Ct, White Marsh, MD 21162
Industry:
Investment Management
Work:
Burt Wealth Advisors since Jan 2010
Research Analyst
Ameritas Investment Corp. Aug 2004 - Dec 2009
Due Diligence Analyst
Ameritas investment Corp Aug 2004 - May 2007
Trading Specialist
Ameriprise Jan 2002 - Mar 2004
Financial Advisor
Ferris Baker Watts 2000 - 2001
UIT Trader
Research Analyst
Ameritas Investment Corp. Aug 2004 - Dec 2009
Due Diligence Analyst
Ameritas investment Corp Aug 2004 - May 2007
Trading Specialist
Ameriprise Jan 2002 - Mar 2004
Financial Advisor
Ferris Baker Watts 2000 - 2001
UIT Trader
Education:
Loyola College in Maryland 2007 - 2009
MSF, Finance West Virginia University 1995 - 1998
BSBA, Finance
MSF, Finance West Virginia University 1995 - 1998
BSBA, Finance
Skills:
Investments
Equities
Mutual Funds
Securities
Asset Management
Retirement Planning
Investment Advisory
Wealth Management
Portfolio Management
Alternative Investments
Asset Allocation
Equities
Mutual Funds
Securities
Asset Management
Retirement Planning
Investment Advisory
Wealth Management
Portfolio Management
Alternative Investments
Asset Allocation
Certifications:
Cfa Institute
Cfa Charterholder
Cfa Charterholder