Resumes
Resumes
Senior Vice President And Private
View pageLocation:
Los Angeles, CA
Industry:
Investment Management
Work:
Senior Vice President and Private
Citizens Bank
Senior Vice President and Private Wealth Investment Manager
Pnc Jul 2015 - Jul 2018
Vice President and Senior Investment Advisor
Frush Financial Group Apr 2012 - Jul 2015
Founder and Portfolio Manager
University of Michigan-Flint Sep 2012 - Dec 2012
Instructor of Finance
Education:
University of Notre Dame - Mendoza College of Business 1998 - 1999
Master of Business Administration, Masters Eastern Michigan University 1989 - 1994
Bachelors, Bachelor of Business Administration, Finance
Master of Business Administration, Masters Eastern Michigan University 1989 - 1994
Bachelors, Bachelor of Business Administration, Finance
Skills:
Investments
Asset Allocation
Portfolio Management
Financial Services
Etfs
Investment Management
Wealth Management
Financial Analysis
Financial Planning
Strategic Financial Planning
Finance
Published Author
Strategy
Asset Management
Personal Finance
Alternative Investments
Asset Allocation
Portfolio Management
Financial Services
Etfs
Investment Management
Wealth Management
Financial Analysis
Financial Planning
Strategic Financial Planning
Finance
Published Author
Strategy
Asset Management
Personal Finance
Alternative Investments
Interests:
Politics
Social Services
Education
Social Services
Education
Certifications:
Chartered Financial Analyst
Certified Financial Planner
Insurance Licenses—Property & Casualty and Life & Health
Sommelier
Income Tax Course
Cfa Institute
Cfp Board
State of Michigan
Insurance Licenses—Property & Casualty and Life & Health
Certified Financial Planner
Insurance Licenses—Property & Casualty and Life & Health
Sommelier
Income Tax Course
Cfa Institute
Cfp Board
State of Michigan
Insurance Licenses—Property & Casualty and Life & Health