Resumes
Resumes
Vice President And Co-Owner
View pageLocation:
Tucson, AZ
Industry:
Financial Services
Work:
Bgr Financial Group May 2005 - Jan 2015
Associate Vice President - Investments
Gr Financial Group May 2005 - Jan 2015
Vice President and Co-Owner
Ubs Feb 2000 - May 2005
Senior Registered Client Associate
Morgan Stanley Jul 1997 - Feb 2000
Operations Manager
Associate Vice President - Investments
Gr Financial Group May 2005 - Jan 2015
Vice President and Co-Owner
Ubs Feb 2000 - May 2005
Senior Registered Client Associate
Morgan Stanley Jul 1997 - Feb 2000
Operations Manager
Skills:
Wealth Management
Portfolio Management
Equities
Mutual Funds
Financial Services
Securities
Retirement Planning
Series 7
Finance
Fixed Income
Asset Allocation
Business Process Improvement
Asset Management
Investment Advisory
Leadership
Management
Process Improvement
Program Management
Risk Management
Strategic Planning
Trading
Portfolio Management
Equities
Mutual Funds
Financial Services
Securities
Retirement Planning
Series 7
Finance
Fixed Income
Asset Allocation
Business Process Improvement
Asset Management
Investment Advisory
Leadership
Management
Process Improvement
Program Management
Risk Management
Strategic Planning
Trading
Certifications:
Securities Licensed