Resumes
Resumes

Financial Advisor
View pageLocation:
5285 Fairfield Oval, Solon, OH 44139
Industry:
Financial Services
Work:
Buckeye Deferred Comp
Financial Advisor
Fna Wealth Management
Financial Advisor
Optima Fund Management Sep 2008 - Jun 30, 2013
Vice President Investor Relations
Treesdale Partners 2006 - Aug 2008
Analyst
Information Management Network (Imn) Sep 2002 - Dec 2005
Associate
Financial Advisor
Fna Wealth Management
Financial Advisor
Optima Fund Management Sep 2008 - Jun 30, 2013
Vice President Investor Relations
Treesdale Partners 2006 - Aug 2008
Analyst
Information Management Network (Imn) Sep 2002 - Dec 2005
Associate
Education:
University of Strathclyde 1997 - 2002
Bachelors, Bachelor of Arts, Modern Languages, International Business
Bachelors, Bachelor of Arts, Modern Languages, International Business
Skills:
Alternative Investments
Valuation
Investor Relations
Hedge Funds
Equities
Capital Markets
Venture Capital
Investments
Fund of Funds
Corporate Finance
Portfolio Management
Asset Allocation
Fixed Income
Asset Management
Investment Management
Financial Markets
Valuation
Investor Relations
Hedge Funds
Equities
Capital Markets
Venture Capital
Investments
Fund of Funds
Corporate Finance
Portfolio Management
Asset Allocation
Fixed Income
Asset Management
Investment Management
Financial Markets
Interests:
Health
Languages:
English
French
French
Certifications:
Financial Industry Regulatory Authority (Finra)
Ohio Department of Insurance
Series 6
Life Insurance License
Ohio Department of Insurance
Series 6
Life Insurance License