Position:
Senior Investment Consultant at Global X Management Company
Work:
Global X Management Company
- Greater Chicago Area since May 2013
Senior Investment Consultant
Morgan Stanley
2012 - Apr 2013
Financial Advisor
Invesco PowerShares
2007 - 2012
Portfolio Consultant
Morgan Stanley Investment Management
2005 - 2007
Sales Consultant
Morgan Stanley
1999 - 2005
Wealth Management Analyst
Education:
Michigan State University 2000 - 2004
B.A., History
Skills:
Series 63, Series 7, Mutual Funds, ETFs, 401k, Series 66, Securities, Asset Management, Investments, Investment Advisory, Public Speaking, Competitive Analysis, Commodities, Equities, Financial Markets, Derivatives, Financial Analysis, Fixed Income, Wealth Management, Series 65, Series 31, Alternative Investments, Hedge Funds, Asset Allocation, Uniform Combined State Law