Resumes
Resumes

Director, Ocio Solutions
View pageLocation:
Atlanta, GA
Industry:
Investment Management
Work:
Pfm
Director, Ocio Solutions
State Street Apr 2007 - Nov 2016
Vice President, Sales and Senior Relationship Management
Invesco Us 2003 - 2006
Director Client Service, Associate Partner
Invesco Ltd. 1998 - Jan 2003
Global Equity Product Specialist
Invesco Management and Research Jan 1992 - Dec 1998
Sales and Marketing Associate
Director, Ocio Solutions
State Street Apr 2007 - Nov 2016
Vice President, Sales and Senior Relationship Management
Invesco Us 2003 - 2006
Director Client Service, Associate Partner
Invesco Ltd. 1998 - Jan 2003
Global Equity Product Specialist
Invesco Management and Research Jan 1992 - Dec 1998
Sales and Marketing Associate
Education:
Boston University 1994 - 1996
Master of Business Administration, Masters University of Vermont
Bachelors, Bachelor of Science, Finance University of Vermont
Bachelors
Master of Business Administration, Masters University of Vermont
Bachelors, Bachelor of Science, Finance University of Vermont
Bachelors
Skills:
Series 3
Series 7
Series 63
Asset Management
Relationship Management
Sales
Equities
Fixed Income
Asset Allocation
Relationship Building
Business Development
Investments
Client Services
Business Relationship Management
Salesforce.com
Finra
Project Management
Product Management
Investor Relations
Investor Relations Support
Hedge Funds
Client Relationship Management
Leadership
Financial Management Services
Series 7
Series 63
Asset Management
Relationship Management
Sales
Equities
Fixed Income
Asset Allocation
Relationship Building
Business Development
Investments
Client Services
Business Relationship Management
Salesforce.com
Finra
Project Management
Product Management
Investor Relations
Investor Relations Support
Hedge Funds
Client Relationship Management
Leadership
Financial Management Services
Certifications:
Series 3
Series 7
Series 63
Series 7 and Series 63
Series 7
Series 63
Series 7 and Series 63

Vice President At Ssga
View pageLocation:
Greater Atlanta Area
Industry:
Investment Management