Resumes
Resumes
Sales Executive
View pageLocation:
17113 Cabernet Ct, Cornelius, NC 28031
Industry:
Financial Services
Work:
Evergreen Investments Mar 2007 - Dec 2009
SMA Sales and Analytics Manager; Vice President
Columbia Management (Bank of America) Aug 2005 - Mar 2007
Equity Product Analyst; Vice President
Columbia Management Apr 2004 - Aug 2005
Learning and Development Consultant; Vice President
Harris Direct LLC (ETrade) Aug 2000 - Apr 2004
Senior Corporate Trainer / Trader 2002
SMA Sales and Analytics Manager; Vice President
Columbia Management (Bank of America) Aug 2005 - Mar 2007
Equity Product Analyst; Vice President
Columbia Management Apr 2004 - Aug 2005
Learning and Development Consultant; Vice President
Harris Direct LLC (ETrade) Aug 2000 - Apr 2004
Senior Corporate Trainer / Trader 2002
Education:
University of South Carolina - The Moore School of Business 2008 - 2010
MBA, International Concentration North Carolina State University 1997 - 2000
BA, Political Science
MBA, International Concentration North Carolina State University 1997 - 2000
BA, Political Science
Skills:
Portfolio Management
Series 7
Asset Allocation
Mutual Funds
Investments
Etfs
Consultative Selling
Equities
Finance
Capital Markets
Securities
Competitive Analysis
Selling
Series 63
Financial Services
Asset Management
Leadership
Product Development
Product Management
Investment Management
Wealth Management
Series 7
Asset Allocation
Mutual Funds
Investments
Etfs
Consultative Selling
Equities
Finance
Capital Markets
Securities
Competitive Analysis
Selling
Series 63
Financial Services
Asset Management
Leadership
Product Development
Product Management
Investment Management
Wealth Management