COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	7/2003 - Present
PPD Development	(Confidential)	2/1999 - 7/2002

SCHOOL	MAJOR	YEAR	DEGREE
Campbell University	Trust & Investment Management	2003	Master Degree
Campbell University	Business Administration	2002	Bachelor Degree

Highlights:

Successful client & sales experiences coupled with highly productive experience as an investment analyst

Companies I like:

Watson Wyatt, Callan, Cambridge, Mercer, LCG Associates

P&L responsibilities
Presentation
Technology Solutions
Sales Support
Software Implementation
Leadership

• Investment Consultant

My primary responsibility is to provide investment consulting on an ongoing basis to institutional clients historically focusing on qualified retirement plans. The scope includes all aspects from Plan design, to investment policy, asset allocation and investment manager due diligence. A secondary focus is on pursuing new client relationships.