Description
SUMMARY OF qUALIFICATIONS * Entrepreneur, Financial Planner, Wealth Manager who built business from scratch avg. 22% growth * Portfolio Manager with deep skills in investment research, analysis and trading * Senior Business Analyst Lead with over 16 years of financial strategy and technology implementation. * Product Manager who designed numerous systems to eliminate redundant processes and systems * Experienced Project Manager with SDLC (requirements analysis, functional design, all phases of testing)
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Ceo Investment Advisor | 1/2008 - Present |
| Jp Morgan | Sr Business Analyst Lead / Project Manager | 1/2005 - 1/2008 |
| Accenture | Business Analyst / Team Leader | 1/1999 - 1/2005 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| WRIGHT STATE UNIVERSITY | Finance | 2005 | Master Degree |
| CASE WESTERN RESERVE UNIVERSITY | Accounting | 1999 | Bachelor Degree |
Accomplishments
Highlights:
Companies I like:
Fidelity, Raymond James, Accenture, North Highland, Vanguard, Bank of America, Wells Fargo, LPL Financial
Keywords
