Industry:
Financial Services
Work:
Vivaldi Capital Management, Llc
Partner, Wealth Advisor
Rmb Capital Sep 2013 - Mar 2014
Senior Client Associate
Td Ameritrade Mar 2008 - Feb 2013
Investment Consultant
Education:
The University of Chicago Booth School of Business 2012 - 2016
Master of Business Administration, Masters, Entrepreneurship, Finance
Indiana University - Kelley School of Business 2003 - 2006
Bachelors, Bachelor of Science, Finance
Unsw 2005 - 2005
Skills:
Investments
Equities
Finance
Portfolio Management
Securities
Investment Strategies
Wealth Management
Series 7
Alternative Investments
Asset Management
Asset Allocation
Financial Analysis
Investment Advisory
Mutual Funds
Risk Management
Strategic Financial Planning
Financial Planning
Etfs
Series 65
Morningstar
Options Strategies
Entrepreneurship
Certifications:
Series 7
Series 66
Series 24
Level Ii Candidate In the Caia Program
