Resumes
Resumes

Director - Advisor Relations
View pageLocation:
39 south Bodin St, Hinsdale, IL 60521
Industry:
Investment Management
Work:
Lyrical Partners, L.p.
Director - Advisor Relations
Schroders Sep 2010 - 2016
Sales Director
Van Kampen Investments 2004 - 2010
Internal Sales Consultant
Uptown Bucks Jan 2003 - May 2004
Sales Representative
Director - Advisor Relations
Schroders Sep 2010 - 2016
Sales Director
Van Kampen Investments 2004 - 2010
Internal Sales Consultant
Uptown Bucks Jan 2003 - May 2004
Sales Representative
Education:
Miami University 2000 - 2003
Bachelors, Bachelor of Science, Marketing Downers Grove North High School
Bachelors, Bachelor of Science, Marketing Downers Grove North High School
Skills:
Series 7
Asset Allocation
Mutual Funds
Asset Management
Investments
Alternative Investments
Investment Strategies
Series 63
Hedge Funds
Separately Managed Accounts
Securities
Financial Services
Sales
Marketing
Wealth Management
Finance
Asset Allocation
Mutual Funds
Asset Management
Investments
Alternative Investments
Investment Strategies
Series 63
Hedge Funds
Separately Managed Accounts
Securities
Financial Services
Sales
Marketing
Wealth Management
Finance
Certifications:
Cima