Resumes
Resumes
Financial Associate
View pageLocation:
1005 north 6Th St, Independence, KS 67301
Industry:
Financial Services
Work:
MaxOut Savings Advisors, LLC - Houston, Texas Area since Aug 2007
Assistant Portfolio Manager
Northwestern Mutual Aug 2006 - May 2007
Financial Representative
Ameriprise Financial` Jun 2006 - Aug 2006
Intern
Assistant Portfolio Manager
Northwestern Mutual Aug 2006 - May 2007
Financial Representative
Ameriprise Financial` Jun 2006 - Aug 2006
Intern
Education:
University of St. Thomas (TX) 2007 - 2009
MBA, Finance Trinity University 2003 - 2007
Bachelor of Science, Finance
MBA, Finance Trinity University 2003 - 2007
Bachelor of Science, Finance
Skills:
Portfolio Management
Investments
Trading
Financial Analysis
Asset Management
Risk Management
Options
Mutual Funds
Investment Management
Forecasting
Wealth Management
Investment Strategies
Iras
Financial Services
Financial Markets
Asset Allocation
Equity Research
Equities
Capital Markets
Retirement Planning
Life Insurance
Long Term Care
Disability Income Insurance
Finra Series 7
Finra Series 63
Investments
Trading
Financial Analysis
Asset Management
Risk Management
Options
Mutual Funds
Investment Management
Forecasting
Wealth Management
Investment Strategies
Iras
Financial Services
Financial Markets
Asset Allocation
Equity Research
Equities
Capital Markets
Retirement Planning
Life Insurance
Long Term Care
Disability Income Insurance
Finra Series 7
Finra Series 63
Interests:
Guitar
Basketball
Stock and Bond Markets
Digital Photography
Advanced Options Trading
Film
Basketball
Stock and Bond Markets
Digital Photography
Advanced Options Trading
Film
Certifications:
Finra Series 7
Finra Series 65
Finra Series 63
Finra Series 65
Finra Series 63
Registered Investment Advisor At Maxout Savings Advisors, Llc
View pagePosition:
Assistant Portfolio Manager at MaxOut Savings Advisors, LLC
Location:
Houston, Texas Area
Industry:
Investment Management
Work:
MaxOut Savings Advisors, LLC - Houston, Texas Area since Aug 2007
Assistant Portfolio Manager
Northwestern Mutual Aug 2006 - May 2007
Financial Representative
Ameriprise Financial` Jun 2006 - Aug 2006
Intern
Assistant Portfolio Manager
Northwestern Mutual Aug 2006 - May 2007
Financial Representative
Ameriprise Financial` Jun 2006 - Aug 2006
Intern
Education:
University of St. Thomas (TX) 2007 - 2009
MBA, Finance Trinity University 2003 - 2007
Bachelor of Science, Finance
MBA, Finance Trinity University 2003 - 2007
Bachelor of Science, Finance
Skills:
Asset Management
Portfolio Management
Financial Analysis
Financial Advisory
Portfolio Management
Financial Analysis
Financial Advisory
Interests:
Stock and bond markets, advanced options trading, basketball, guitar, film, digital photography