Resumes
Resumes
Portfolio Manager
View pageLocation:
Kansas City, MO
Industry:
Banking
Work:
Academy Bank
Portfolio Manager
Academy Bank
Commercial Credit Analyst
Portfolio Manager
Academy Bank
Commercial Credit Analyst
Education:
Bloch School of Business 2014 - 2017
Master of Business Administration, Masters, Finance Southern Methodist University 2005 - 2009
Master of Business Administration, Masters, Finance Southern Methodist University 2005 - 2009
Skills:
Investments
Asset Allocation
Financial Modeling
Wealth Management
Valuation
Series 7
Series 63
Investment Management
Portfolio Management
Mutual Funds
Uniform Combined State Law
Financial Analysis
Series 65
Investment Strategies
Retirement Planning
Financial Accounting
Corporate Finance
Asset Allocation
Financial Modeling
Wealth Management
Valuation
Series 7
Series 63
Investment Management
Portfolio Management
Mutual Funds
Uniform Combined State Law
Financial Analysis
Series 65
Investment Strategies
Retirement Planning
Financial Accounting
Corporate Finance
Financial Advisor Associate
View pageLocation:
Kansas City, MO
Industry:
Financial Services
Work:
Morgan Stanley
Financial Advisor Associate
Financial Advisor Associate