Resumes
Resumes
Director Of Trading And Operations
View pageLocation:
19 Concord Dr, Irwin, PA 15642
Industry:
Investment Management
Work:
Sonora Investment Management
Director of Trading and Operations
First Analysis Mar 2007 - Jul 2011
Institutional Equity Sales
Ceb, Now Gartner May 2006 - Mar 2007
Senior Consultant
The Precursor Group Jul 2000 - Dec 2005
Equity Analyst
Legg Mason Sep 1998 - Jul 2000
Research and Sales Associate
Director of Trading and Operations
First Analysis Mar 2007 - Jul 2011
Institutional Equity Sales
Ceb, Now Gartner May 2006 - Mar 2007
Senior Consultant
The Precursor Group Jul 2000 - Dec 2005
Equity Analyst
Legg Mason Sep 1998 - Jul 2000
Research and Sales Associate
Education:
Allegheny College 1994 - 1998
Bachelors, Bachelor of Arts, Economics, International Studies, Spanish
Bachelors, Bachelor of Arts, Economics, International Studies, Spanish
Skills:
Writing
Consulting
Market
Secondaries
Sales
Community
Brokerage
Investment Research
Independents
Other Media
Finance
Digital Preservation
Institutional Sales
Serving
Driving
Executive Positions
Uniform Combined State Law
Thesis
Subscription Sales
International Studies
Real Estate Transactions
Management
Broker Dealer
Mexico
Hedge Funds
Investment Management
Spanish
Soccer
Publications
Accounting
Quarter
Methodology
Secondary Research
Telecommunications
Bloomberg
Institutional Investments
Dialog Programs
Reports
Flat Patterning
Strategy
Talent Management
Local Food
Equity Research
Microsoft Office
Finra
Corporations
Asset Management
Economic Development
Editing
Policy
Surveying
Conferences
Product Development
Research
Venture Capital
Chicago
Analysis
Drawing
Written
Systems Analysis
Gamma
Economics
Shareholders
Women's
Data Collection
Communication
Business Development
Operations
Suite
Case Studies
Marketing
Indicators
Nasdaq
Ipo
Midwest
Internal Audit
Council
Distribution
Banking
Equity Sales
Executive Management
Portfolio
Trust
Start Ups
Spreadsheets
Government
Investments
Executive Networking
Buy Side
San Diego
Equities
Wall Street
Emerging Growth Companies
Interviews
International Strategy
Series 7
Business Strategy
Meetings
Olympic
Wells Fargo
Securities
Mason
Databases
Consulting
Market
Secondaries
Sales
Community
Brokerage
Investment Research
Independents
Other Media
Finance
Digital Preservation
Institutional Sales
Serving
Driving
Executive Positions
Uniform Combined State Law
Thesis
Subscription Sales
International Studies
Real Estate Transactions
Management
Broker Dealer
Mexico
Hedge Funds
Investment Management
Spanish
Soccer
Publications
Accounting
Quarter
Methodology
Secondary Research
Telecommunications
Bloomberg
Institutional Investments
Dialog Programs
Reports
Flat Patterning
Strategy
Talent Management
Local Food
Equity Research
Microsoft Office
Finra
Corporations
Asset Management
Economic Development
Editing
Policy
Surveying
Conferences
Product Development
Research
Venture Capital
Chicago
Analysis
Drawing
Written
Systems Analysis
Gamma
Economics
Shareholders
Women's
Data Collection
Communication
Business Development
Operations
Suite
Case Studies
Marketing
Indicators
Nasdaq
Ipo
Midwest
Internal Audit
Council
Distribution
Banking
Equity Sales
Executive Management
Portfolio
Trust
Start Ups
Spreadsheets
Government
Investments
Executive Networking
Buy Side
San Diego
Equities
Wall Street
Emerging Growth Companies
Interviews
International Strategy
Series 7
Business Strategy
Meetings
Olympic
Wells Fargo
Securities
Mason
Databases
Certifications:
Finra
Series 7
Series 66
Series 7
Series 66
Tana Mckasson
View pageWork:
First Analysis Securities Corp
Chicago, IL
Mar 2007 to Jul 2011
Institutional Equity Sales
The Corporate Executive Board
Washington, DC
Mar 2006 to Mar 2007
Senior Consultant, Investment Management Executive Council
International Strategy and Investment (ISI) Group, Inc
Washington, DC
Jan 2006 to Mar 2007
Independent Consultant
The Precursor Group, Inc.
Washington, DC
Jul 2000 to Dec 2005
Equity Analyst
Legg Mason Precursor Group
Washington, DC
Oct 1998 to Jul 2001
Research and Sales Associate
Chicago, IL
Mar 2007 to Jul 2011
Institutional Equity Sales
The Corporate Executive Board
Washington, DC
Mar 2006 to Mar 2007
Senior Consultant, Investment Management Executive Council
International Strategy and Investment (ISI) Group, Inc
Washington, DC
Jan 2006 to Mar 2007
Independent Consultant
The Precursor Group, Inc.
Washington, DC
Jul 2000 to Dec 2005
Equity Analyst
Legg Mason Precursor Group
Washington, DC
Oct 1998 to Jul 2001
Research and Sales Associate
Education:
Allegheny College
Meadville, PA
1994 to 1998
B.A. in Economics, International Studies, Spanish
Meadville, PA
1994 to 1998
B.A. in Economics, International Studies, Spanish