Patrick Bunt resumes & CV records
Resumes
Chief Executive Officer And Co-Founder
Location:
San Diego, CA
Industry:
Mental Health Care
Work:
Mebe Construction
Chief Executive Officer and Co-Founder Aldrich Wealth Lp Jun 2014 - Mar 2015
Financial Advisor Cohnreznick Llp Nov 2010 - Jun 2014
Valuation Manager Mebe Construction Nov 2010 - Jun 2014
Co-Founder and President District of Columbia Public Schools (Dcps) Aug 2010 - Nov 2010
B.u.i.l.d Mentor and Volunteer Suntrust Investment Services, Inc. Jun 2006 - Nov 2010
Investment Associate - Practice Manager and Financial Advisor Virginia Asset Management Oct 2005 - Jun 2006
Financial Planner Suntrust Bank Aug 2003 - Sep 2005
Portfolio Specialist Virginia Tech Mar 2001 - Aug 2003
Equity Analyst - S.e.e.d
Chief Executive Officer and Co-Founder Aldrich Wealth Lp Jun 2014 - Mar 2015
Financial Advisor Cohnreznick Llp Nov 2010 - Jun 2014
Valuation Manager Mebe Construction Nov 2010 - Jun 2014
Co-Founder and President District of Columbia Public Schools (Dcps) Aug 2010 - Nov 2010
B.u.i.l.d Mentor and Volunteer Suntrust Investment Services, Inc. Jun 2006 - Nov 2010
Investment Associate - Practice Manager and Financial Advisor Virginia Asset Management Oct 2005 - Jun 2006
Financial Planner Suntrust Bank Aug 2003 - Sep 2005
Portfolio Specialist Virginia Tech Mar 2001 - Aug 2003
Equity Analyst - S.e.e.d
Education:
Cfa Institute - Cfa 2009 - 2012
College For Financial Planning 2004 - 2007
Virginia Tech - Pamplin College of Business 1999 - 2003
Bachelors, Bachelor of Science, Accounting, Finance
College For Financial Planning 2004 - 2007
Virginia Tech - Pamplin College of Business 1999 - 2003
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Portfolio Management, Strategic Financial Planning, Investments, Financial Analysis, Wealth Management, Banking, Investment Advisory, Credit, Equities, Asset Allocation, Investment Strategies, Loans, Analysis, Estate Planning, Private Banking, Financial Advisory, Financial Services, Business Planning, Management, Finance, Insurance, Forecasting
Interests:
Children
Civil Rights and Social Action
Education
Environment
Poverty Alleviation
Science and Technology
Human Rights
Animal Welfare
Arts and Culture
Health
Civil Rights and Social Action
Education
Environment
Poverty Alleviation
Science and Technology
Human Rights
Animal Welfare
Arts and Culture
Health
Certifications:
Certified Financial Planner
Certified Financial Planner Board of Standards, Inc. - See More at: Http://Www.cfp.net/#Sthash.rhv...
Certified Financial Planner Board of Standards, Inc. - See More at: Http://Www.cfp.net/#Sthash.rhv...
Independent Arts And Crafts Professional