Resumes
Resumes
Partner, Not-For-Profit Consulting Services Leader
View pageLocation:
904 Lafayette Landing Pl, Saint Charles, MO 63303
Industry:
Financial Services
Work:
Pavilion Advisory Group
Partner, Not-For-Profit Consulting Services Leader
Mercer
Partner
Summit Strategies Group Dec 2011 - Aug 2015
Director of Consulting
Summit Strategies Group 2006 - 2011
Senior Consultant
Summit Strategies Group 2004 - 2006
Consultant
Partner, Not-For-Profit Consulting Services Leader
Mercer
Partner
Summit Strategies Group Dec 2011 - Aug 2015
Director of Consulting
Summit Strategies Group 2006 - 2011
Senior Consultant
Summit Strategies Group 2004 - 2006
Consultant
Education:
University of Missouri - Saint Louis 1997 - 2002
Bachelors, Bachelor of Science, Accounting University of Missouri - Saint Louis 1965 - 1967
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science, Accounting University of Missouri - Saint Louis 1965 - 1967
Bachelors, Bachelor of Science
Skills:
Asset Allocation
Investments
Mutual Funds
Project Management
Equities
Time Management
Research
Finance
Financial Services
Personnel Management
Oral and Written Communication Skills
Investment Policy Development
Capital Markets
Manager Research
Portfolio Transitions
Institutional Investments
Defined Benefit
Pension Funds
Capital Markets Analysis
Investments
Mutual Funds
Project Management
Equities
Time Management
Research
Finance
Financial Services
Personnel Management
Oral and Written Communication Skills
Investment Policy Development
Capital Markets
Manager Research
Portfolio Transitions
Institutional Investments
Defined Benefit
Pension Funds
Capital Markets Analysis
Interests:
Poverty Alleviation
Certifications:
Chartered Financial Analyst
Administrative Secretary
View pageWork:
Administrative Secretary