Resumes
Resumes
Svp, Regional Manager / Senior Portfolio Manager At Associated Private Client And Institutional Services
View pagePosition:
SVP, Regional Manager / Senior Portfolio Manager at Associated Private Client and Institutional Services
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work:
Associated Private Client and Institutional Services - Greater Minneapolis-St. Paul Area since Feb 2012
SVP, Regional Manager / Senior Portfolio Manager
M&I Wealth Management, a part of BMO Financial Group - Greater Minneapolis-St. Paul Area Mar 1998 - Feb 2012
Senior Vice President / Portfolio Management
Securian Financial Group - St. Paul, MN Nov 1994 - Mar 1998
Client Relationship Manager
SVP, Regional Manager / Senior Portfolio Manager
M&I Wealth Management, a part of BMO Financial Group - Greater Minneapolis-St. Paul Area Mar 1998 - Feb 2012
Senior Vice President / Portfolio Management
Securian Financial Group - St. Paul, MN Nov 1994 - Mar 1998
Client Relationship Manager
Education:
University of Minnesota - Carlson School of Management 1995 - 1997
MBA University of Wisconsin-Oshkosh 1989 - 1993
Bachelors of Business, Finance / MIS College of Financial Planning 2008
Certified Financial Planner (CFP) University of California, Berkeley 2007
Certified Investment Management Analyst (CIMA)
MBA University of Wisconsin-Oshkosh 1989 - 1993
Bachelors of Business, Finance / MIS College of Financial Planning 2008
Certified Financial Planner (CFP) University of California, Berkeley 2007
Certified Investment Management Analyst (CIMA)
Skills:
Wealth Management
FINRA
Portfolio Management
Supervisory Experience
Personal Financial Planning
FINRA
Portfolio Management
Supervisory Experience
Personal Financial Planning