Resumes
Resumes
Portfolio Manager, Financial
View pageLocation:
8 3Rd St north, Great Falls, MT 59401
Industry:
Financial Services
Work:
Glacier Peak Capital Jul 2012 - Jan 2013
Associate Portfolio Manager
D.a. Davidson Companies Jul 2012 - Jan 2013
Portfolio Manager and Financial Advisor
Morgan Stanley Aug 2009 - Jul 2012
Portfolio Manager and Financial Advisor
Morgan Stanley Sep 1, 2006 - Aug 1, 2009
Consulting Group Associate Regional Director
Morgan Stanley Jun 1, 2005 - Sep 1, 2006
Consulting Group Technical Analyst
Associate Portfolio Manager
D.a. Davidson Companies Jul 2012 - Jan 2013
Portfolio Manager and Financial Advisor
Morgan Stanley Aug 2009 - Jul 2012
Portfolio Manager and Financial Advisor
Morgan Stanley Sep 1, 2006 - Aug 1, 2009
Consulting Group Associate Regional Director
Morgan Stanley Jun 1, 2005 - Sep 1, 2006
Consulting Group Technical Analyst
Education:
The Wharton School 2008 - 2008
University of Washington - Michael G. Foster School of Business 2001 - 2005
Bachelors, Bachelor of Arts, Finance
University of Washington - Michael G. Foster School of Business 2001 - 2005
Bachelors, Bachelor of Arts, Finance
Skills:
Investments
Accounting
Banking
Financial Analysis
Asset Management
Asset Allocation
Account Management
Risk Management
Strategic Planning
Insurance
Customer Service
Microsoft Excel
Negotiation
Public Speaking
Business Strategy
Microsoft Word
Accounting
Banking
Financial Analysis
Asset Management
Asset Allocation
Account Management
Risk Management
Strategic Planning
Insurance
Customer Service
Microsoft Excel
Negotiation
Public Speaking
Business Strategy
Microsoft Word
Languages:
English
Spanish
Spanish
Certifications:
Certified Investment Management Analyst
Certified Financial Planner
Certified Wealth Strategist
Certified Financial Planner
Certified Wealth Strategist
Portfolio Manager, Financial Advisor At Morgan Stanley Smith Barney
View pageLocation:
Greater Seattle Area
Industry:
Financial Services
Private Wealth Management At Morgan Stanley Smith Barney
View pageLocation:
Greater Seattle Area
Industry:
Financial Services