Resumes
Resumes
Senior Vice President Client Services
View pageLocation:
313 north Jackson St, Harrisburg, IL 62946
Industry:
Investment Management
Work:
Fuse Research Network Aug 2017 - Jun 2018
Senior Consultant
Mondrian Investment Partners Limited Aug 2017 - Jun 2018
Senior Vice President Client Services
Pioneer Investments May 1, 2015 - Aug 2017
Amundi Pioneer - Head of Business Development
Allianz Global Investors Aug 1, 2009 - May 2015
Allianz Global Investors- Svp, Dir., Ria Nat'l Accounts and Retirement Sales
Amg Funds 2007 - 2009
Managers Investment Group - Head of Sales and Relationship Mgmt
Senior Consultant
Mondrian Investment Partners Limited Aug 2017 - Jun 2018
Senior Vice President Client Services
Pioneer Investments May 1, 2015 - Aug 2017
Amundi Pioneer - Head of Business Development
Allianz Global Investors Aug 1, 2009 - May 2015
Allianz Global Investors- Svp, Dir., Ria Nat'l Accounts and Retirement Sales
Amg Funds 2007 - 2009
Managers Investment Group - Head of Sales and Relationship Mgmt
Education:
Wofford College 1977 - 1981
Bachelors, Bachelor of Arts, Economics First Baptist Church School
Bachelors, Bachelor of Arts, Economics First Baptist Church School
Skills:
Investments
Mutual Funds
Asset Management
Alternative Investments
Asset Allocation
Financial Services
Insurance
Wealth Management
Management
Series 24
Etfs
Mutual Funds
Asset Management
Alternative Investments
Asset Allocation
Financial Services
Insurance
Wealth Management
Management
Series 24
Etfs
Certifications:
Series 7
Series 24
Series 24