Resumes
Resumes
Executive Director And Portfolio Manager
View pageLocation:
10224 Babcock Ave, Plato, MN 55370
Industry:
Financial Services
Work:
Boulevard Wealth Management
Executive Director and Portfolio Manager
Alpha Investment Advisors Jun 2010 - Nov 2013
Chief Executive Officer
Boulevard Wealth Management May 2007 - Jun 2010
Vice President Investment Research
Ameriprise Financial Services, Inc. Oct 1996 - Apr 2007
Financial Advisor
Executive Director and Portfolio Manager
Alpha Investment Advisors Jun 2010 - Nov 2013
Chief Executive Officer
Boulevard Wealth Management May 2007 - Jun 2010
Vice President Investment Research
Ameriprise Financial Services, Inc. Oct 1996 - Apr 2007
Financial Advisor
Education:
St. Cloud State University 1986 - 1991
Bachelor of Applied Science, Bachelors, Marketing, Russian Language, International Business Orono High School 1982 - 1986
Orono Senior High School
Bachelor of Applied Science, Bachelors, Marketing, Russian Language, International Business Orono High School 1982 - 1986
Orono Senior High School
Skills:
Retirement Planning
Strategic Financial Planning
Retirement
Investment Advisory
Portfolio Management
Investments
Insurance
Wealth Management
Securities
Asset Managment
Financial Services
Iras
Financial Advisory
Small Business
Investment Strategies
Asset Allocation
401K
Mutual Funds
Finance
Personal Finance
Series 63
Asset Management
Leadership
Financial Planning
Strategic Financial Planning
Retirement
Investment Advisory
Portfolio Management
Investments
Insurance
Wealth Management
Securities
Asset Managment
Financial Services
Iras
Financial Advisory
Small Business
Investment Strategies
Asset Allocation
401K
Mutual Funds
Finance
Personal Finance
Series 63
Asset Management
Leadership
Financial Planning
Interests:
Boating
Skiing and Camping
Fishing
Skiing and Camping
Fishing
Languages:
Russian