Resumes
Resumes
President
View pageLocation:
Boca Raton, FL
Industry:
Financial Services
Work:
Oppenheimer & Co. Inc.
Financial Advisor
Jkm Financial
President
Financial Advisor
Jkm Financial
President
Education:
Western Michigan University 1970 - 1970
Master of Business Administration, Masters, Marketing Michigan State University - the Eli Broad College of Business 1963 - 1967
Bachelors, Bachelor of Arts, Economics
Master of Business Administration, Masters, Marketing Michigan State University - the Eli Broad College of Business 1963 - 1967
Bachelors, Bachelor of Arts, Economics
Skills:
Asset Allocation
Wealth Management
High Net Worth Individuals
Financial Advisory
Due Diligence
Asset Management
Securities
Risk Management
Mutual Funds
Investments
Series 7
Hedge Funds
Investment Management
Portfolio Management
Equities
Fixed Income
Alternative Investments
Investment Strategies
Bloomberg
Investment Advisory
Equity Research
Separately Managed Accounts
Wealth Management Services
Institutional Investments
Wealth Management
High Net Worth Individuals
Financial Advisory
Due Diligence
Asset Management
Securities
Risk Management
Mutual Funds
Investments
Series 7
Hedge Funds
Investment Management
Portfolio Management
Equities
Fixed Income
Alternative Investments
Investment Strategies
Bloomberg
Investment Advisory
Equity Research
Separately Managed Accounts
Wealth Management Services
Institutional Investments
Certifications:
Cima(R)