Resumes
Resumes

Principal And Portfolio Manager
View pageLocation:
Tulsa, OK
Industry:
Investment Management
Work:
Arvest Wealth Management 2000 - 2002
Financial Advisor
Gibraltar Capital Management 2000 - 2002
Principal and Portfolio Manager
J.p. Morgan 1997 - 1999
Institutional Sales - Municipal Bonds
Llama Company 1993 - 1997
Trader - Fixed Income Arbitrage
Financial Advisor
Gibraltar Capital Management 2000 - 2002
Principal and Portfolio Manager
J.p. Morgan 1997 - 1999
Institutional Sales - Municipal Bonds
Llama Company 1993 - 1997
Trader - Fixed Income Arbitrage
Education:
University of Arkansas 1990 - 1994
Bachelors, Bachelor of Science In Business Administration, Financial Management
Bachelors, Bachelor of Science In Business Administration, Financial Management
Skills:
Fixed Income
Portfolio Management
Equities
Asset Management
Wealth Management
Finance
Investments
Strategic Financial Planning
Valuation
Financial Modeling
Financial Analysis
Retirement Planning
Due Diligence
Estate Planning
Risk Management
Portfolio Management
Equities
Asset Management
Wealth Management
Finance
Investments
Strategic Financial Planning
Valuation
Financial Modeling
Financial Analysis
Retirement Planning
Due Diligence
Estate Planning
Risk Management
Interests:
Coaching
Scouting
Soccer
Education
Basketball
Scouting
Soccer
Education
Basketball
Certifications:
Chartered Financial Analyst
Cfa Institute
Cfa Institute