Work:
Bolton
Investment Consultant
Bolton Partners, Inc
Senior Investment Analyst
T. Rowe Price
Oct 2014 - Oct 2015
Broker Dealer Internal Sales Consultant
Merrill Lynch
Jul 2013 - Oct 2014
Avp, Financial Solutions Advisor
T. Rowe Price
Nov 2012 - Jul 2013
Investment Specialist
Roanoke College
Jun 2009 - Jul 2010
Sector Analyst - Health Care and Financials
Education:
Roanoke College 2017 - 2020
Bachelors
Roanoke College 2006 - 2011
Bachelors, Bachelor of Business Administration, Economics, Finance
Skills:
Investments, Series 7, Series 66, Uniform Combined State Law, Financial Services, Investment Management, Wealth Management, Asset Management, Portfolio Management, Strategic Financial Planning, Research, Microsoft Office, Microsoft Excel, Salesforce.com, Morningstar, Finance, Securities, Retirement, Mutual Funds, Banking, Equities, Retirement Planning, Asset Allocation, 401K, Iras, Alternative Investments, Finra, Etfs, Credit, Cash Management, 401K Rollovers, Investment Strategies, Qualified Retirement Plans, Investment Advisory, Roth Ira, Wealth Management Services, 529 Plans, Institutional Investments, Fund of Funds, Financial Advisory, Options, Powerpoint, Sales, Social Media, Microsoft Word, Customer Service, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Investment Consulting, Defined Benefit, Defined Contribution
Certifications:
2017 Level I Candidate In the Cfa Program
Series 66
Series 7
Series 6
Life and Health