Resumes
Resumes
Managing Director Of Investments
View pageLocation:
Minneapolis, MN
Industry:
Investment Management
Work:
Ascent Private Capital Management of U.S. Bank since Aug 2011
Vice President and Associate Director of Investments
US Bank Dec 2009 - Aug 2011
Managing Director and Senior Portfolio Manager
Voyageur Asset Management Aug 2004 - Jun 2009
Regional Sales Director
Piper Jaffray Mar 2000 - Aug 2004
Regional Consultant
Ludwig Financial Group 1996 - Mar 2000
Associate
Vice President and Associate Director of Investments
US Bank Dec 2009 - Aug 2011
Managing Director and Senior Portfolio Manager
Voyageur Asset Management Aug 2004 - Jun 2009
Regional Sales Director
Piper Jaffray Mar 2000 - Aug 2004
Regional Consultant
Ludwig Financial Group 1996 - Mar 2000
Associate
Education:
University of Minnesota-Twin Cities
BA
BA
Skills:
Asset Allocation
Investments
Portfolio Management
Wealth Management
Investment Strategies
Equities
Fixed Income
Alternative Investments
Investment Management
Mutual Funds
Asset Management
Management
Financial Services
Series 7
Securities
Hedge Funds
Financial Modeling
Wealth Management Services
Bloomberg
Series 63
Investment Advisory
Retirement Planning
Trading
Valuation
Private Equity
Capital Markets
Client Development
Equity Research
Strategic Financial Planning
Bonds
Etfs
Private Banking
High Net Worth Individuals
Retirement
Financial Markets
Credit Analysis
Options
Equity Trading
Structured Products
Financial Planning
Impact Investing
Investments
Portfolio Management
Wealth Management
Investment Strategies
Equities
Fixed Income
Alternative Investments
Investment Management
Mutual Funds
Asset Management
Management
Financial Services
Series 7
Securities
Hedge Funds
Financial Modeling
Wealth Management Services
Bloomberg
Series 63
Investment Advisory
Retirement Planning
Trading
Valuation
Private Equity
Capital Markets
Client Development
Equity Research
Strategic Financial Planning
Bonds
Etfs
Private Banking
High Net Worth Individuals
Retirement
Financial Markets
Credit Analysis
Options
Equity Trading
Structured Products
Financial Planning
Impact Investing