Resumes
Resumes
Client Service Officer
View pageLocation:
Collegeville, PA
Industry:
Investment Management
Work:
Logan Capital Management, Inc. since Jul 2011
Analytics & Client Service Specialist
Logan Capital Management, Inc. Jan 2009 - Jul 2011
Trader
Peerless Marketing Concepts, Inc. Jun 2007 - Aug 2007
Sales Representative
Analytics & Client Service Specialist
Logan Capital Management, Inc. Jan 2009 - Jul 2011
Trader
Peerless Marketing Concepts, Inc. Jun 2007 - Aug 2007
Sales Representative
Education:
Saint Joseph's University 2004 - 2008
B.S. in Business Administration Saint Joseph's University - Erivan K. Haub School of Business 2004 - 2008
B.S. in Business Administration, Pharmaceutical Marketing University of Melbourne 2006 - 2006
B.S. in Business Administration Saint Joseph's University - Erivan K. Haub School of Business 2004 - 2008
B.S. in Business Administration, Pharmaceutical Marketing University of Melbourne 2006 - 2006
Skills:
Portfolio Management
Securities
Investment Strategies
Series 7
Asset Allocation
Performance Measurement
Trading
Composites
Performance Attribution
Gips Compliance
Performance Analysis
Cipm
Securities
Investment Strategies
Series 7
Asset Allocation
Performance Measurement
Trading
Composites
Performance Attribution
Gips Compliance
Performance Analysis
Cipm
Certifications:
Certificate In Performance Measurement
General Securities Representative (Series 7)
Cfa Institute
Financial Industry Regulatory Authority
General Securities Representative (Series 7)
Cfa Institute
Financial Industry Regulatory Authority