Resumes
Resumes
Investment Product Strategy
View pageLocation:
Malvern, PA
Industry:
Financial Services
Work:
Vanguard
Investment Product Strategy
Vanguard Sep 2015 - Jun 2018
Investment Analyst
Vanguard Jul 2014 - Sep 2015
Flagship Client Relationship Associate
Barclays Wealth and Investment Management Jun 2013 - Aug 2013
Portfolio Management Summer Analyst
Bny Mellon Jun 2012 - Aug 2012
Global Client Management - Syndications - Summer Analyst
Investment Product Strategy
Vanguard Sep 2015 - Jun 2018
Investment Analyst
Vanguard Jul 2014 - Sep 2015
Flagship Client Relationship Associate
Barclays Wealth and Investment Management Jun 2013 - Aug 2013
Portfolio Management Summer Analyst
Bny Mellon Jun 2012 - Aug 2012
Global Client Management - Syndications - Summer Analyst
Education:
Colby College 2010 - 2014
Bachelors, Bachelor of Arts, Economics St Andrews School 2008 - 2010
Bachelors, Bachelor of Arts, Economics St Andrews School 2008 - 2010
Skills:
Portfolio Management
Investments
Market Research
Microsoft Excel
Marketing
Customer Service
Mutual Funds
Data Analysis
Leadership
Analysis
Investments
Market Research
Microsoft Excel
Marketing
Customer Service
Mutual Funds
Data Analysis
Leadership
Analysis
Interests:
Education
Certifications:
Series 7, 63
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra)