Location:
Los Angeles, CA
Industry:
Investment Management
Work:
Red Cottage
Portfolio Manager
Lourdmurray Oct 2014 - Jul 2017
Client Service Director and Senior Client Service Associate
Ewam Mar 2012 - Oct 2014
Freelance Event Manager
Clare Foundation Apr 2014 - Jun 2014
Freelance Event Manager
City National Bank Mar 2007 - Dec 2013
Investment Relationship Advisor
Education:
University of Massachusetts Amherst 1994 - 1999
Bachelors, Bachelor of Science, Communication
Skills:
Wealth Management
Superior Client Service
Interpersonal Communication Abilities
Building Relationships
Management
Client Services
Portfolio Management
Investments
Strategy
Lead Generation
Vendor Management
Marketing
Budgets
Product Marketing
Event Management
Investment Strategies
Certified Investment Management Analyst
Finance
Retirement Plan Consulting
Financial Services
Financial Analysis
Investment Management
Banking
Retirement Savings
Leadership
Asset Management
Interests:
Environmental Conservation
Travel
Permaculture
Socially Responsible Investing