Resumes
Resumes
Level Iii Candidate In The Cfa Program
View pageLocation:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work:
21st Century Bank - 699 North Medina St., Loretto, MN 55357 Jan 2012 - Dec 2012
Portfolio Manager, Commercial Lending
Wells Fargo Sep 2007 - Jun 2011
Registered Banker II : Bank Officer
TD AMERITRADE Aug 2005 - Jul 2007
Credit Risk Analyst
Portfolio Manager, Commercial Lending
Wells Fargo Sep 2007 - Jun 2011
Registered Banker II : Bank Officer
TD AMERITRADE Aug 2005 - Jul 2007
Credit Risk Analyst
Education:
Creighton University 2006 - 2009
M.S.A.P.M., Masters of Security Analysis & Portfolio Management Creighton University 2001 - 2005
B.S.B.A., Finance & International Business Saint Louis University in Spain 2003 - 2003
CFA Institute
M.S.A.P.M., Masters of Security Analysis & Portfolio Management Creighton University 2001 - 2005
B.S.B.A., Finance & International Business Saint Louis University in Spain 2003 - 2003
CFA Institute
Skills:
Market Risk
Portfolio Management
Financial Modeling
Strategic Financial Planning
Investments
Financial Analysis
Portfolio Management
Financial Modeling
Strategic Financial Planning
Investments
Financial Analysis
Certifications:
NE Producer’s Life/Ann/Acc/Health/Sickness, State of Nebraska Department of Insurance
Series 66, Uniform Combined State Law Examination, Financial Industry Regulatory Authority
Series 7, General Securities Representative Examination, Financial Industry Regulatory Authority
Series 66, Uniform Combined State Law Examination, Financial Industry Regulatory Authority
Series 7, General Securities Representative Examination, Financial Industry Regulatory Authority