Resumes
Resumes
Branch Operations Manager
View pageLocation:
Indianapolis, IN
Industry:
Financial Services
Work:
CenterPoint Wealth Management, LLC since Nov 2009
Financial Advisor
Evanston Advisors Sep 2006 - Feb 2010
Portfolio Manager, Partner
Evanston Advisors Sep 2001 - Sep 2006
Financial Planner/Associate Investment Manager
Griffin, Kubik, Stephens & Thompson, LLC May 2000 - Aug 2000
Municipal Credit Analyst Intern
Financial Advisor
Evanston Advisors Sep 2006 - Feb 2010
Portfolio Manager, Partner
Evanston Advisors Sep 2001 - Sep 2006
Financial Planner/Associate Investment Manager
Griffin, Kubik, Stephens & Thompson, LLC May 2000 - Aug 2000
Municipal Credit Analyst Intern
Education:
Taylor University 1997 - 2001
BS, Business Administration, Computer SystemsConcentration in Finance. Minor in Economics.
BS, Business Administration, Computer SystemsConcentration in Finance. Minor in Economics.
Skills:
Investments
Portfolio Management
Wealth Management
Equities
Financial Planning
Family Office
Fixed Income Portfolio Management
Alternative Investments
Personal Tax Planning
Estate Tax Planning
Project Management
Finance
Financial Modeling
Accounting
Strategic Planning
Operations Management
Hiring
Investment Management
Fixed Income
Asset Management
Financial Analysis
Asset Allocation
Leadership
Management
Portfolio Management
Wealth Management
Equities
Financial Planning
Family Office
Fixed Income Portfolio Management
Alternative Investments
Personal Tax Planning
Estate Tax Planning
Project Management
Finance
Financial Modeling
Accounting
Strategic Planning
Operations Management
Hiring
Investment Management
Fixed Income
Asset Management
Financial Analysis
Asset Allocation
Leadership
Management
Certifications:
Certified Financial Planner™, Cfp®
•Chartered Financial Analyst®, Cfa®
•Chartered Financial Analyst®, Cfa®