Resumes
Resumes
Director Of Operations
View pageLocation:
Austin, TX
Industry:
Financial Services
Work:
Integrated Wealth Strategies
Director of Operations
Integrated Wealth Strategies
Junior Associate and Analyst
New York Life Insurance Company May 2012 - Aug 2012
Project Manager and Consultant
Integrated Wealth Strategies May 2011 - Aug 2011
Analyst
Integrated Wealth Strategies May 2010 - Aug 2010
Executive Assistant
Director of Operations
Integrated Wealth Strategies
Junior Associate and Analyst
New York Life Insurance Company May 2012 - Aug 2012
Project Manager and Consultant
Integrated Wealth Strategies May 2011 - Aug 2011
Analyst
Integrated Wealth Strategies May 2010 - Aug 2010
Executive Assistant
Education:
Rensselaer Polytechnic Institute 2009 - 2013
Bachelors, Bachelor of Science, Business Management, Financial Engineering
Bachelors, Bachelor of Science, Business Management, Financial Engineering
Skills:
Microsoft Office
Social Media
Project Management
Microsoft Excel
Management
Powerpoint
Public Speaking
Customer Service
Microsoft Word
Finance
Leadership
Quickbooks
Quicken
Morningstar Workstation
Ibbotson Asset Allocation
Eagle Strategies' Lifetime Wealth Portfolio
E Money Wealth Management Solutions
Portal Contact System
Outlook Business Contact Manager
Smart Office
Eroom
Sales
Research
Marketing
Data Analysis
Teamwork
Strategic Planning
Social Media
Project Management
Microsoft Excel
Management
Powerpoint
Public Speaking
Customer Service
Microsoft Word
Finance
Leadership
Quickbooks
Quicken
Morningstar Workstation
Ibbotson Asset Allocation
Eagle Strategies' Lifetime Wealth Portfolio
E Money Wealth Management Solutions
Portal Contact System
Outlook Business Contact Manager
Smart Office
Eroom
Sales
Research
Marketing
Data Analysis
Teamwork
Strategic Planning
Certifications:
Series 65