Resumes
Resumes
Wealth Management
View pageLocation:
2845 west 111Th Ter, Leawood, KS 66211
Industry:
Investment Management
Work:
The Private Bank And Trust Company - Chicago, IL since Jul 2012
Investment Associate
Robert W. Baird & Co. Apr 2010 - Jun 2012
Client Services
Marquette University Student Government Apr 2008 - Apr 2009
Student Government President
MGIC Jun 2007 - Jan 2008
Level 1 E-Tac Specialist
2004 Greenwich Adult Day Care, Inc Jun 2003 - Aug 2003
Project Coordinator/Financial Assistant
Investment Associate
Robert W. Baird & Co. Apr 2010 - Jun 2012
Client Services
Marquette University Student Government Apr 2008 - Apr 2009
Student Government President
MGIC Jun 2007 - Jan 2008
Level 1 E-Tac Specialist
2004 Greenwich Adult Day Care, Inc Jun 2003 - Aug 2003
Project Coordinator/Financial Assistant
Education:
Marquette University 2005 - 2009
B/S Business Administration, Finance Iona Prep 2001 - 2005
B/S Business Administration, Finance Iona Prep 2001 - 2005
Skills:
Financial Analysis
Portfolio Management
Investments
Trading
Equities
Securities
Microsoft Excel
Access
Microsoft Word
Powerpoint
Bloomberg
Financial Reporting
Thompson One
Outlook
Series 7
Investedge
Addvantage
Fortigent
Factset
Portfolio Management
Investments
Trading
Equities
Securities
Microsoft Excel
Access
Microsoft Word
Powerpoint
Bloomberg
Financial Reporting
Thompson One
Outlook
Series 7
Investedge
Addvantage
Fortigent
Factset
Interests:
Education
Languages:
French
Certifications:
Series 7
Finra
Finra
Independent Director And Board Member
View pageLocation:
P/O Box 627, Clayton, NC
Industry:
Financial Services
Work:
CLAYTON HOLDINGS, LLC since Jan 2010
Senior Managing Director
CYS INVESTMENTS, Mortgage REIT since 2005
Board Member, Chairman of Governance Committee
Pentalpha Capital 2006 - Jan 2010
Managing Director
New York Mortgage Trust 2003 - Sep 2006
President, Chief Investment Officer & Board member
Salomon Brothers - NYC Mar 1999 - Jun 2001
Vice President, Mortgage Trading
Senior Managing Director
CYS INVESTMENTS, Mortgage REIT since 2005
Board Member, Chairman of Governance Committee
Pentalpha Capital 2006 - Jan 2010
Managing Director
New York Mortgage Trust 2003 - Sep 2006
President, Chief Investment Officer & Board member
Salomon Brothers - NYC Mar 1999 - Jun 2001
Vice President, Mortgage Trading
Education:
MIEGE
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law Creighton University College of Business Administration
FINANCE, FINANCE
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law Creighton University College of Business Administration
FINANCE, FINANCE
Skills:
Capital Markets
Portfolio Management
Investments
Fixed Income
Valuation
Mortgage Lending
Loans
Mbs
Finance
Financial Services
Loan Origination
Trading
Securities
Equities
Credit
Due Diligence
Securitization
Risk Management
Start Ups
Private Equity
Credit Risk
Entrepreneurship
New Business Development
Financial Modeling
Board of Directors
Mortgage Banking
Derivatives
Board Development
Ceos
Asset Management
Business Development
Mortgage Backed Security
Executive Mgmt
Reit Founder and President
Portfolio Management
Investments
Fixed Income
Valuation
Mortgage Lending
Loans
Mbs
Finance
Financial Services
Loan Origination
Trading
Securities
Equities
Credit
Due Diligence
Securitization
Risk Management
Start Ups
Private Equity
Credit Risk
Entrepreneurship
New Business Development
Financial Modeling
Board of Directors
Mortgage Banking
Derivatives
Board Development
Ceos
Asset Management
Business Development
Mortgage Backed Security
Executive Mgmt
Reit Founder and President