Resumes
Resumes
Vice President: Portfolio Manager
View pageLocation:
345 Harrison Avenue Ext, Boston, MA 02111
Industry:
Financial Services
Work:
U.s. Trust
Vice President: Portfolio Manager
U.s. Trust Feb 2013 - Apr 2015
Assistant Vice President: Portfolio Manager Associate
U.s. Trust Feb 2012 - Feb 2013
Assistant Vice President: Wealth Strategies Analyst
U.s. Trust Aug 2010 - Feb 2012
Trust Administration Officer
Stifel Nicolaus and Company May 2009 - Aug 2009
Equity Research Intern
Vice President: Portfolio Manager
U.s. Trust Feb 2013 - Apr 2015
Assistant Vice President: Portfolio Manager Associate
U.s. Trust Feb 2012 - Feb 2013
Assistant Vice President: Wealth Strategies Analyst
U.s. Trust Aug 2010 - Feb 2012
Trust Administration Officer
Stifel Nicolaus and Company May 2009 - Aug 2009
Equity Research Intern
Education:
Bucknell University 2006 - 2010
Bachelors, Bachelor of Arts, Economics, Mathematics
Bachelors, Bachelor of Arts, Economics, Mathematics
Skills:
Portfolio Management
Equity Research
Wealth Management
Equities
Financial Modeling
Microsoft Excel
Powerpoint
Data Analysis
Microsoft Office
Research
Microsoft Word
Strategic Financial Planning
Equity Research
Wealth Management
Equities
Financial Modeling
Microsoft Excel
Powerpoint
Data Analysis
Microsoft Office
Research
Microsoft Word
Strategic Financial Planning
Certifications:
Chartered Financial Analyst (Cfa) Charterholder