Resumes
Resumes

Portfolio Manager Associate
View pageLocation:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Bank of America
Portfolio Manager Associate
Merrill Lynch Jan 2012 - Jun 2014
Investment Specialist
Merrill Lynch Jan 2012 - Jun 2014
Registered Senior Client Associate
T. Rowe Price Oct 2010 - Apr 2011
Retirement Operations Associate
Portfolio Manager Associate
Merrill Lynch Jan 2012 - Jun 2014
Investment Specialist
Merrill Lynch Jan 2012 - Jun 2014
Registered Senior Client Associate
T. Rowe Price Oct 2010 - Apr 2011
Retirement Operations Associate
Education:
University of South Florida 2008 - 2011
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government
Skills:
Finance
Strategic Financial Planning
Mutual Funds
Customer Service
Financial Analysis
Accounting
Public Speaking
Microsoft Excel
Financial Risk
Risk Management
Finra
Trading
Securities
Business Development
Strategic Planning
Retirement
Series 7
Series 66
Financial Planning
Strategic Financial Planning
Mutual Funds
Customer Service
Financial Analysis
Accounting
Public Speaking
Microsoft Excel
Financial Risk
Risk Management
Finra
Trading
Securities
Business Development
Strategic Planning
Retirement
Series 7
Series 66
Financial Planning
Certifications:
Financial Industry Regulatory Authority (Finra)
Nasaa
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law Examination
Nasaa
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law Examination