Resumes
Resumes
Financial Advisor
View pageLocation:
Dallas, TX
Industry:
Investment Management
Work:
Credit Suisse Private Bank since Jan 2010
Private Wealth Management
Lupton Capital Corp Jan 2003 - Jan 2007
Analyst
Private Wealth Management
Lupton Capital Corp Jan 2003 - Jan 2007
Analyst
Education:
Texas Christian University - M.J. Neeley School of Business 2007 - 2009
MBA, Finance The University of Texas at Austin 1999 - 2003
MBA, Finance The University of Texas at Austin 1999 - 2003
Skills:
Financial Modeling
Equities
Investments
Investment Banking
Financial Analysis
Valuation
Private Equity
Portfolio Management
Hedge Funds
Capital Markets
Asset Management
Fixed Income
Corporate Finance
Alternative Investments
Due Diligence
Bloomberg
Equity Research
Securities
Derivatives
Wealth Management
Equities
Investments
Investment Banking
Financial Analysis
Valuation
Private Equity
Portfolio Management
Hedge Funds
Capital Markets
Asset Management
Fixed Income
Corporate Finance
Alternative Investments
Due Diligence
Bloomberg
Equity Research
Securities
Derivatives
Wealth Management