Location:
3131 northwest 29Th Ave, Camas, WA 98607
Industry:
Investment Management
Work:
Fisher Investments
Research: Capital Markets Innovation Manager
Fisher Investments Jul 2017 - Aug 2019
Investment Counselor Training Manager, Us Private Client Group
Fisher Investments Mar 2012 - Jun 2017
Senior Analyst, Global Portfolio Evaluation Group
Fisher Investments Jul 2010 - Mar 2012
Research Analyst, Portfolio Evaluation Group
Fisher Investments Jul 2001 - Jul 2010
Investment Counselor, Private Client Services
Education:
University of New Hampshire 1993 - 1997
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Communication, Government
Skills:
Asset Allocation
Portfolio Management
Leadership
Conflict Resolution
Investment Strategies
Investment Management
Equities
Series 65
Asset Managment
Relationship Management
High Net Worth Individuals
Investments
Retirement Planning
Wealth Management Services
401K
Retirement
Wealth
Finance
Asset Management
Wealth Management
Financial Services
Securities
Investment Advisory
Capital Markets
Microsoft Excel
