Resumes
Resumes
Investment Advisor
View pageLocation:
15861 Paseo Del Sur, San Diego, CA 92127
Industry:
Investment Management
Work:
Edward Jones Jun 2013 - Oct 2015
Financial Advisor
Self Emloyed Jun 2013 - Oct 2015
Investment Advisor
Mutual of Omaha Aug 1, 2012 - Jun 1, 2013
Financial Advisor
Private Family Investments Jul 2008 - Aug 2012
Investment Analyst and Fund Manager
Portland Hotels Feb 2002 - Apr 2011
Partner and Senior Financial Analyst
Financial Advisor
Self Emloyed Jun 2013 - Oct 2015
Investment Advisor
Mutual of Omaha Aug 1, 2012 - Jun 1, 2013
Financial Advisor
Private Family Investments Jul 2008 - Aug 2012
Investment Analyst and Fund Manager
Portland Hotels Feb 2002 - Apr 2011
Partner and Senior Financial Analyst
Education:
King's College London 1997 - 2000
Bachelors, Bachelor of Science, Business Management
Bachelors, Bachelor of Science, Business Management
Skills:
Financial Analysis
Portfolio Management
Investments
Financial Modeling
Finance
Banking
Analysis
Internal Controls
Valuation
Risk Management
Auditing
Financial Risk
Financial Services
Financial Planning
Securities
Asset Allocation
Accounting
Forecasting
Strategic Financial Planning
Cash Flow
Equities
Management
Mutual Funds
Fixed Income
Portfolio Management
Investments
Financial Modeling
Finance
Banking
Analysis
Internal Controls
Valuation
Risk Management
Auditing
Financial Risk
Financial Services
Financial Planning
Securities
Asset Allocation
Accounting
Forecasting
Strategic Financial Planning
Cash Flow
Equities
Management
Mutual Funds
Fixed Income
Certifications:
Chartered Financial Analyst
Series 7
Series 66
California Life and Health Insurance License
Cfa Institute
Financial Industry Regulatory Authority
Financial Industry Regulatory Authority (Finra)
Series 7
Series 66
California Life and Health Insurance License
Cfa Institute
Financial Industry Regulatory Authority
Financial Industry Regulatory Authority (Finra)
Miten Ganatra El Cajon, CA
View pageWork:
MUTUAL OF OMAHA
Aug 2012 to 2000
Financial Advisor
Retirement fund
San Diego, CA
Jul 2008 to Aug 2012
Investment Analyst and Fund Manager
PORTLAND HOTELS, LLC a Holiday Inn franchise owner and operator.
San Diego, CA
Jan 2008 to Apr 2011
Senior Financial Analyst
PORTLAND HOTELS, LLC
Jan 2007 to Dec 2007
General Manager
PORTLAND HOTELS, LLC
Feb 2002 to Dec 2006
Financial Analyst
ARTHUR ANDERSEN, LLP
Los Angeles, CA
Nov 2000 to Jan 2002
Staff Auditor
Aug 2012 to 2000
Financial Advisor
Retirement fund
San Diego, CA
Jul 2008 to Aug 2012
Investment Analyst and Fund Manager
PORTLAND HOTELS, LLC a Holiday Inn franchise owner and operator.
San Diego, CA
Jan 2008 to Apr 2011
Senior Financial Analyst
PORTLAND HOTELS, LLC
Jan 2007 to Dec 2007
General Manager
PORTLAND HOTELS, LLC
Feb 2002 to Dec 2006
Financial Analyst
ARTHUR ANDERSEN, LLP
Los Angeles, CA
Nov 2000 to Jan 2002
Staff Auditor
Education:
KING'S COLLEGE LONDON
London
Sep 2005
CFA
Emanuel School
London
Jun 1997
Physics, and Business Studies
London
Sep 2005
CFA
Emanuel School
London
Jun 1997
Physics, and Business Studies