Resumes
Resumes
Assistant Portfolio Manager
View pageLocation:
Cleveland, OH
Industry:
Financial Services
Work:
Ancora Capital - Beachwood, Ohio since Jun 2012
Trader
AXA Advisors - Cleveland, OH Jun 2011 - May 2012
Financial Representative
Retirement Solutions - Lakewood, OH Aug 2010 - Feb 2011
Finance Intern
Trader
AXA Advisors - Cleveland, OH Jun 2011 - May 2012
Financial Representative
Retirement Solutions - Lakewood, OH Aug 2010 - Feb 2011
Finance Intern
Education:
John Carroll University 2007 - 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Bachelor of Business Administration (B.B.A.), Finance, General
Skills:
Investments
Asset Management
Series 7
Securities
Wealth Management
Series 63
Asset Allocation
Strategic Financial Planning
Retirement Planning
Valuation
Investment Strategies
Finra
Fixed Annuities
Investment Banking
Options
Ohio Life and Health Insurance and Annuity License
Series 55
Series 4
Series 24
Asset Management
Series 7
Securities
Wealth Management
Series 63
Asset Allocation
Strategic Financial Planning
Retirement Planning
Valuation
Investment Strategies
Finra
Fixed Annuities
Investment Banking
Options
Ohio Life and Health Insurance and Annuity License
Series 55
Series 4
Series 24