Resumes
Resumes
Executive Director
View pageLocation:
800 east 96Th St, Indianapolis, IN 46240
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney Private Bank since May 2010
Executive Director - Region Manager
Merrill Lynch - Greater Chicago / Los Angeles / Detroit Areas Jul 1991 - May 2010
Director - Commercial Finance
Bank of America / Merrill Lynch Jul 1991 - May 2010
Director - Commercial Finance
Executive Director - Region Manager
Merrill Lynch - Greater Chicago / Los Angeles / Detroit Areas Jul 1991 - May 2010
Director - Commercial Finance
Bank of America / Merrill Lynch Jul 1991 - May 2010
Director - Commercial Finance
Education:
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 - 1993
MBA, Finance University of Wisconsin-Madison 1984 - 1988
BS, Economics / International Relations
MBA, Finance University of Wisconsin-Madison 1984 - 1988
BS, Economics / International Relations
Skills:
Series 7
Wealth Management
Private Banking
Series 63
Portfolio Management
Investments
Equities
Loans
Credit
Mortgage Lending
Commercial Lending
Banking
Capital Markets
Financial Analysis
Commercial Banking
Series 24
Wealth Management
Private Banking
Series 63
Portfolio Management
Investments
Equities
Loans
Credit
Mortgage Lending
Commercial Lending
Banking
Capital Markets
Financial Analysis
Commercial Banking
Series 24
Certifications:
Series 7
Series 24
Series 10
Series 9
Series 24
Series 10
Series 9