Resumes
Resumes
Managing Director And Partner
View pageLocation:
101 California St, San Francisco, CA 94111
Industry:
Financial Services
Work:
The Presidio Group LLC - San Francisco Bay Area since Oct 2012
Client Service Associate
First Republic Investment Management - San Francisco, CA Nov 2010 - Oct 2012
Associate
Morgan Stanley - San Francisco Bay Area May 2007 - Aug 2007
Intern
Client Service Associate
First Republic Investment Management - San Francisco, CA Nov 2010 - Oct 2012
Associate
Morgan Stanley - San Francisco Bay Area May 2007 - Aug 2007
Intern
Education:
Occidental College 2006 - 2010
BA, Economics and Urban/Environmental Policy
BA, Economics and Urban/Environmental Policy
Skills:
Portfolio Management
Financial Modeling
Bloomberg
Investments
Hedge Funds
Bloomberg Terminal
Advent
Microsoft Excel
Apx
Salesforce.com
Asset Management
Equities
Fixed Income
Axys
Manage Client Relationships
Investment Management
Asset Allocation
Investment Strategies
Alternative Investments
Banking
Capital Markets
Business Valuation
Corporate Finance
Credit
Credit Analysis
Derivatives
Data Analysis
Economics
Due Diligence
Equity Research
Equity Trading
Finance
Financial Analysis
Financial Services
Investment Advisory
Private Equity
Financial Modeling
Bloomberg
Investments
Hedge Funds
Bloomberg Terminal
Advent
Microsoft Excel
Apx
Salesforce.com
Asset Management
Equities
Fixed Income
Axys
Manage Client Relationships
Investment Management
Asset Allocation
Investment Strategies
Alternative Investments
Banking
Capital Markets
Business Valuation
Corporate Finance
Credit
Credit Analysis
Derivatives
Data Analysis
Economics
Due Diligence
Equity Research
Equity Trading
Finance
Financial Analysis
Financial Services
Investment Advisory
Private Equity
Interests:
Environment
Certifications:
Chartered Financial Analyst
162977
162977