Description
A highly motivated financial executive with over 20 years of broad based experience across many areas within the financial services industry. A demonstrated ability to quickly learn new products and services while adding value immediately by leveraging business experience. An innovative thinker with a proven track record of developing profitable ideas. A keen business sense and experience executing business plans individually and with teams. A leader and strong team player with excellent inter personal skills.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Private Client Investment Advisor, Assistant Vice President | 1/2015 - Present |
| Advisory Trust Company | Portfolio Analyst, Assistant Vice President | 10/2007 - 1/2015 |
| Wachovia Bank | Trust Officer, Assistant Vice President Investment Client Services Representative | 1/2003 - 10/2007 |
| Navillus Securities Inc. | Equities Trader | 11/1995 - 1/2003 |
| Smith Barney | Wire Operator Back Office Operations | 1/1992 - 11/1995 |
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