Resumes
Resumes
Chief Investment Officer
View pageLocation:
8517 Bridle View Way, Columbus, OH 43240
Industry:
Investment Management
Work:
The Naples Trust Company
Chief Investment Officer
The Naples Trust Company Oct 1, 2013 - Dec 2016
Vice President and Portfolio Manager
Private Capital Management Mar 2010 - Oct 2013
Associate Vice President
Nationwide Financial Apr 2008 - Feb 2010
Asset Strategist
Private Capital Management Jun 2005 - Apr 2008
Client Services Officer
Chief Investment Officer
The Naples Trust Company Oct 1, 2013 - Dec 2016
Vice President and Portfolio Manager
Private Capital Management Mar 2010 - Oct 2013
Associate Vice President
Nationwide Financial Apr 2008 - Feb 2010
Asset Strategist
Private Capital Management Jun 2005 - Apr 2008
Client Services Officer
Education:
Florida Gulf Coast University 2001 - 2005
Bachelors, Bachelor of Science, Business Finance
Bachelors, Bachelor of Science, Business Finance
Skills:
Asset Allocation
Mutual Funds
Portfolio Management
Investments
Investment Management
Asset Management
Securities
Alternative Investments
Wealth Management
Equities
Investment Strategies
Investment Advisory
Financial Modeling
Bloomberg
Strategic Financial Planning
Financial Analysis
Fixed Income
Series 7
Valuation
Series 63
Retirement Planning
Fund of Funds
Due Diligence
Mutual Funds
Portfolio Management
Investments
Investment Management
Asset Management
Securities
Alternative Investments
Wealth Management
Equities
Investment Strategies
Investment Advisory
Financial Modeling
Bloomberg
Strategic Financial Planning
Financial Analysis
Fixed Income
Series 7
Valuation
Series 63
Retirement Planning
Fund of Funds
Due Diligence
Certifications:
Chartered Financial Analyst
Cfa Institute
Cfa Institute