Occupation:Financial Specialist |
Location:Chicago, IL |
Education Level:Some College Units Completed |
Will Relocate:No |
Description
To work for an established financial company, in a position I can enjoy and flourish in.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | SMA- Wrap Trader / Fiserv Portfolio System Specialist | 11/2007 - Present |
Managers Investment Group | Assistant Vice President of Operations | 1/2005 - 5/2007 |
The Burridge Group LLC | Wrap- MSP & Outside System Trader | 7/2000 - 12/2004 |
The Burridge Group LLC | Head Trader | 1/1990 - 6/2000 |
The Burridge Group LLC | Portfolio Administor/Operations Administrator | 3/1986 - 12/1989 |
Social Media
TYPE | TITLE | URL | DESCRIPTION |
---|---|---|---|
Website | media url | Invaluable website for contact and job searches. |
Accomplishments
Highlights:
Companies I like:
Investment advisors
Job Skills
Keywords
Responsibilities
Trading equities and maintaining client accounts insuring their accounts are in line with the model account of their chosen strategy. Maintain accounts are fully invested and cash balances are in line with the model.