Location:
4241 northwest Grass Valley Ct, Camas, WA 98607
Work:
Brandes Investment Partners
since Mar 2003
Mutual Fund Product Manager
Brandes Investment Partners
since 2003
Associate Mutual Fund Product Manager
Nicholas Applegate
Sep 2001 - Oct 2002
Client Service Associate
Nicholas-Applegate Capital Management
1999 - 2002
Client Service Associate
Nicholas Applegate
Apr 2000 - Sep 2001
Analytics Manager
Emerald Publications
1997 - 1999
Product Manager
Education:
Georgetown University 1989 - 1993
Skills:
Mutual Funds, Investment Management, Etfs, Asset Managment, Analysis, Management, Financial Analysis, Securities, Financial Modeling, Wealth Management, Relationship Management, Performance Attribution, Sql Server, Series 6, Asset Management, Portfolio Management, Investments, Performance Measurement, Investment Strategies, Series 63, Finra, Alternative Investments, Finance, Financial Services, Asset Allocation, Microsoft Sql Server, Institutional Investments, Strategic Financial Planning, Equity Research, Equities, Derivatives, Hedge Funds, High Yield, Crm, Fund Accounting, Wealth Management Services, Equity Trading, Investment Advisory, Uniform Combined State Law, Series 7, Equity Valuation, Valuation, Financial Markets, Fixed Income, Private Equity, Bonds, Bloomberg, Due Diligence, Options, Retirement Planning
Certifications:
Financial Industry Regulatory Authority (Finra)
Cfa Institute
Series 6
Series 63
Chartered Financial Analyst