Work:
Lyrical Asset Management
Director - Advisor Relations
Ptam (Pt Asset Management, Llc)
Mar 2015 - Aug 2016
Director - Regional Sales
Powershares
Dec 2013 - Mar 2015
Regional Sales Consultant
Invesco Ltd.
Oct 2010 - Dec 2013
Internal Wholesaler - Western Pa and Oh and Upstate Ny
Ubs
Jul 2008 - Jun 2010
Financial Advisor Associate
Jpmorgan Chase & Co.
May 2007 - Jul 2008
Personal Banker
Robert Half Technology
Sep 2006 - Feb 2007
Recruiting Manager
Cdw
Sep 2004 - Sep 2006
Account Manager
Ubs
Jun 2003 - Aug 2003
Summer Intern
Education:
Indiana University Bloomington 2000 - 2004
Bachelors, Business
Indiana University - Kelley School of Business 2000 - 2004
Bachelors, Bachelor of Science, Business Marketing
Cooper City High School 1998 - 2000
Skills:
Investments, Asset Managment, Cold Calling, Strategic Financial Planning, Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed Accounts, Risk Management, Unit Investment Trusts, Etfs, Personal Financial Planning, Mutual Funds, Finance, Asset Management