Description
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Uscg Licensed | Captain Susan Herrick | 5/2018 - 11/2018 |
| Kovitz Investment Group Partners | Associate Financial Advisor | 11/2008 - 9/2017 |
| Harris Associates Lp | Portfolio Associate High Net Worth Client Investment Advisory Department | 1/2006 - 1/2008 |
| American Family Securities L.P. | Agent | 1/2004 - 1/2006 |
| William Blair & Co. L.L.C. | Licensed Broker Assistant | 1/1998 - 1/2004 |
| Olde Discount Corp. | Broker Trainee | 1/1997 - 1/1998 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| University of Michigan | Finance | 1996 | Bachelor Degree |
Accomplishments
Highlights:
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