Occupation:Financial Manager |
Location:Collinsville, IL |
Education Level:Bachelor |
Will Relocate:YES |
Description
, investment strategies and philosophy with each client via in person meetings, presentations and telephone. * Proficient in Microsoft applications, Factset, SEI, Charles River IMS, Prima guide, SharePoint.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Us Bank | Assistant Vice President, Portfolio Manager | 1/1998 - 1/2018 |
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