Resumes
Resumes

Investment Product Manager
View pageLocation:
4167 Utah St, San Diego, CA 92104
Industry:
Financial Services
Work:
Cuso Financial Services, Lp
Investment Product Manager
Cuso Financial Services, Lp
Branch Supervisor and Osj
Lpl Financial Sep 2009 - Jul 2017
Senior Product Risk Analyst
Lpl Financial 2002 - Sep 2009
Senior Product Analyst
Lpl Financial Oct 2003 - May 2006
Team Lead, Service Center
Investment Product Manager
Cuso Financial Services, Lp
Branch Supervisor and Osj
Lpl Financial Sep 2009 - Jul 2017
Senior Product Risk Analyst
Lpl Financial 2002 - Sep 2009
Senior Product Analyst
Lpl Financial Oct 2003 - May 2006
Team Lead, Service Center
Education:
Baylor University 1994 - 1999
University of San Diego 1994
University of San Diego 1994
Skills:
Mutual Funds
Investments
Alternative Investments
Series 7
Series 63
Due Diligence
Asset Allocation
Series 24
Variable Annuities
Hedge Funds
Wealth Management
Financial Services
Reit
Managed Futures
Bdcs
Securities
Retirement Planning
Financial Advisory
1031 Exchanges
Structured Notes
General Securities Principal
Fixed Annuities
Equities
Risk Management
Financial Risk
Certificates of Deposit
Structured Products
Regulatory Compliance
Investment Strategies
Etfs
Broker Dealer
Finra
Product Management
Structured Investments
Investment Management
Investments
Alternative Investments
Series 7
Series 63
Due Diligence
Asset Allocation
Series 24
Variable Annuities
Hedge Funds
Wealth Management
Financial Services
Reit
Managed Futures
Bdcs
Securities
Retirement Planning
Financial Advisory
1031 Exchanges
Structured Notes
General Securities Principal
Fixed Annuities
Equities
Risk Management
Financial Risk
Certificates of Deposit
Structured Products
Regulatory Compliance
Investment Strategies
Etfs
Broker Dealer
Finra
Product Management
Structured Investments
Investment Management
Interests:
Science and Technology
Environment
Arts and Culture
Economic Empowerment
Environment
Arts and Culture
Economic Empowerment
Languages:
English