A small team environment where individual choices can make a difference in overall job performance.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	4/1996 - Present
Wachovia	(Confidential)	2/1990 - 4/1996
Montag Management	(Confidential)	2/1990 - 4/1996

SCHOOL	MAJOR	YEAR	DEGREE
The Pennsylvania State University	Finance	1987	Bachelor Degree

TYPE	TITLE	URL	DESCRIPTION
Magazine	Forbes	media url	Financial Magazine

Highlights:

Passed level I of the CFA program, passed and hold a series 65 registration and the LIFA certificate.

Companies I like:

T. Rowe Price, Penn State, PA Retirement system, GM Asset Management, GE Asset Management

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership
Computer Systems
Database programming

• equity
• analyst
• research
• financial
• planner

I am responsible for client contact / satisfaction, and researching, evaluating and purchasing investments for client portfolios.