Resumes
Resumes
Research And Portfolio Analyst At Winch Advisory Services
View pageLocation:
424 east Wisconsin Ave, Appleton, WI 54911
Industry:
Investment Management
Work:
Winch Advisory Services since Jan 2010
Research/Portfolio Analyst
Spence Asset Management Sep 2008 - Dec 2009
Analyst/Marketing/Operations
Opportunity Capital Advisors Jun 2007 - Aug 2008
Private Equity Analyst
Associated Bank Jun 2002 - Jun 2007
Teller
Research/Portfolio Analyst
Spence Asset Management Sep 2008 - Dec 2009
Analyst/Marketing/Operations
Opportunity Capital Advisors Jun 2007 - Aug 2008
Private Equity Analyst
Associated Bank Jun 2002 - Jun 2007
Teller
Education:
University of Wisconsin-Madison - School of Business 2005 - 2007
BBA, Finance, Investment & Banking
BBA, Finance, Investment & Banking
Skills:
Investments
Alternative Investments
Portfolio Management
Equities
Fixed Income
Mutual Funds
Investment Strategies
Financial Services
Investment Advisory
Trading
Asset Management
Asset Allocation
Etfs
Valuation
Microsoft Excel
Equity Research
Microsoft Office
Investment Management
Wealth Management
Capital Markets
Investment Products
Stocks
Equity Valuation
Equity Trading
Equity Capital Markets
Private Equity
Stock Market
Stock Trading
Venture Capital
Fixed Income Trading
Fixed Income Research
Bonds
Market Research
Financial Analysis
Excel
Asset Managment
Financial Markets
Institutional Investments
Trading Strategies
Investment Research
Proprietary Trading
Eagle Scout
Finance
Value Investing
Stock Picking
Quantitative Finance
Fundamental Analysis
Financial Advisory
Alternative Investments
Portfolio Management
Equities
Fixed Income
Mutual Funds
Investment Strategies
Financial Services
Investment Advisory
Trading
Asset Management
Asset Allocation
Etfs
Valuation
Microsoft Excel
Equity Research
Microsoft Office
Investment Management
Wealth Management
Capital Markets
Investment Products
Stocks
Equity Valuation
Equity Trading
Equity Capital Markets
Private Equity
Stock Market
Stock Trading
Venture Capital
Fixed Income Trading
Fixed Income Research
Bonds
Market Research
Financial Analysis
Excel
Asset Managment
Financial Markets
Institutional Investments
Trading Strategies
Investment Research
Proprietary Trading
Eagle Scout
Finance
Value Investing
Stock Picking
Quantitative Finance
Fundamental Analysis
Financial Advisory