Resumes
Resumes
Chief Us Equity Strategist
View pageLocation:
Portland, OR
Industry:
Financial Services
Work:
Charles Cap LLC - Portland, Oregon Area since Jun 2012
Chief US Equity Strategist
D.A. Davidson & Company Mar 2011 - Jun 2012
Vice President, Institutional Equity Sales
Auriga USA Aug 2008 - Dec 2010
Senior VP
Henley and Company Jan 2005 - Aug 2007
Director of Research
Pershing CSFB Jan 1998 - Jul 2004
Equity Specialist
Chief US Equity Strategist
D.A. Davidson & Company Mar 2011 - Jun 2012
Vice President, Institutional Equity Sales
Auriga USA Aug 2008 - Dec 2010
Senior VP
Henley and Company Jan 2005 - Aug 2007
Director of Research
Pershing CSFB Jan 1998 - Jul 2004
Equity Specialist
Education:
Northeastern University - Graduate School of Business Administration 1993 - 1995
MBA, Finance University of Hartford 1987 - 1991
BS, Finance
MBA, Finance University of Hartford 1987 - 1991
BS, Finance
Skills:
Alternative Investments
Banking
Equity Valuation
Economics
Fixed Income
Bonds
C
Technical Analysis
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Investments
Bloomberg
Finance
Investment Advisory
Asset Managment
Equities
Equity Research
Asset Management
Investment Banking
Due Diligence
Trading
Series 7
Securities
Hedge Funds
Financial Markets
Banking
Equity Valuation
Economics
Fixed Income
Bonds
C
Technical Analysis
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Investments
Bloomberg
Finance
Investment Advisory
Asset Managment
Equities
Equity Research
Asset Management
Investment Banking
Due Diligence
Trading
Series 7
Securities
Hedge Funds
Financial Markets
Interests:
Human Rights
Children
Environment
Economic Empowerment
Children
Environment
Economic Empowerment
Certifications:
Series 3, 7, 63, 86, 87
Series 65
Series 65
Chief Us Equity Strategist
View pageLocation:
Portland, OR
Work:
Charles Cap
Chief Us Equity Strategist
Chief Us Equity Strategist