Resumes
Resumes
Senior Portfolio Manager
View pageLocation:
Fort Lauderdale, FL
Industry:
Investment Management
Work:
Merrill Lynch since Nov 2009
FA
First Command Financial Planning Jan 2009 - Nov 2009
Financial Advisor
Pointe Capital Oct 2006 - Nov 2008
Portfolio Manager
Empire Financial Group Jan 2003 - Oct 2006
Investment Consultant
FA
First Command Financial Planning Jan 2009 - Nov 2009
Financial Advisor
Pointe Capital Oct 2006 - Nov 2008
Portfolio Manager
Empire Financial Group Jan 2003 - Oct 2006
Investment Consultant
Education:
University of Central Florida
BS, EconomicsNational Merit Scholar University of Central Florida - College of Business Administration
B.S., FinanceNational Merit Scholar
BS, EconomicsNational Merit Scholar University of Central Florida - College of Business Administration
B.S., FinanceNational Merit Scholar
Skills:
Investment Management
Certifications:
Chartered Financial Analyst (Cfa)
Chartered Alternative Investment Analyst (Caia)
Certified Investment Management Analyst (Cima)
Chartered Advisor In Philanthropy (Cap)
Chartered Alternative Investment Analyst (Caia)
Certified Investment Management Analyst (Cima)
Chartered Advisor In Philanthropy (Cap)