Resumes
Resumes
Vice President -- Investments
View pageLocation:
San Francisco, CA
Industry:
Financial Services
Work:
Merrill Lynch Aug 2005 - Jul 2015
Vp, Senior Financial Advisor
Wells Fargo Advisors Aug 2005 - Jul 2015
Vice President -- Investments
Cibc World Markets Jan 1998 - Dec 2002
Director, Technology Investment Banking
Merrill Lynch Jul 1996 - Dec 1997
Financial Analyst, Investment Banking
Vp, Senior Financial Advisor
Wells Fargo Advisors Aug 2005 - Jul 2015
Vice President -- Investments
Cibc World Markets Jan 1998 - Dec 2002
Director, Technology Investment Banking
Merrill Lynch Jul 1996 - Dec 1997
Financial Analyst, Investment Banking
Education:
Yale University 1994 - 1996
Masters Brandeis University 1991 - 1994
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration
Masters Brandeis University 1991 - 1994
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration
Skills:
Investment Banking
Investments
Portfolio Management
Securities
Asset Allocation
Equities
Series 7
Mutual Funds
Investment Strategies
Financial Analysis
Finance
Alternative Investments
Retirement Planning
Series 63
Etfs
Financial Planning
Investments
Portfolio Management
Securities
Asset Allocation
Equities
Series 7
Mutual Funds
Investment Strategies
Financial Analysis
Finance
Alternative Investments
Retirement Planning
Series 63
Etfs
Financial Planning
Karen Vasudavan
View pageProfessional
View pageLocation:
United States