Resumes
Resumes
Associate Portfolio Manager
View pageLocation:
Casper, WY
Industry:
Banking
Work:
Webster Bank
Associate Portfolio Manager
Citi Feb 2007 - Jun 2014
Vice President - Client Account Officer
Citi Jul 2006 - Feb 2007
Financial Executive
Morgan Stanley Jan 2004 - Jul 2006
Registered Associate
Citi Nov 2000 - Jan 2004
Investment Analyst
Associate Portfolio Manager
Citi Feb 2007 - Jun 2014
Vice President - Client Account Officer
Citi Jul 2006 - Feb 2007
Financial Executive
Morgan Stanley Jan 2004 - Jul 2006
Registered Associate
Citi Nov 2000 - Jan 2004
Investment Analyst
Education:
Iona College 1993 - 1997
Bachelors, Bachelor of Business Administration, Business Administration, Finance
Bachelors, Bachelor of Business Administration, Business Administration, Finance
Skills:
Investments
Portfolio Management
Fixed Income
Financial Services
Microsoft Excel
Banking
Mutual Funds
Series 7
Access
Private Banking
Finance
Securities
Asset Allocation
Bloomberg
Alternative Investments
Powerpoint
Microsoft Word
Wealth Management
Equities
Portfolio Management
Fixed Income
Financial Services
Microsoft Excel
Banking
Mutual Funds
Series 7
Access
Private Banking
Finance
Securities
Asset Allocation
Bloomberg
Alternative Investments
Powerpoint
Microsoft Word
Wealth Management
Equities