Portfolio Advisors, LLC since Jan 2013
Senior Associate
Portfolio Advisors, LLC - United States Jan 2010 - Dec 2012
Associate
Portfolio Advisors, LLC Jan 2008 - Dec 2009
Analyst
Northwestern Mutual - Greater Boston Area Aug 2007 - Dec 2007
Financial Representative
Education:
Brown University 2003 - 2007
BA, Political Science
Skills:
Financial Analysis Private Equity Corporate Finance Alternative Investments Venture Capital Portfolio Management Investments Microsoft Excel Finance Powerpoint Microsoft Word Salesforce.com Thomsonone Thomson One Analytics Bloomberg Terminal Hedge Funds Investor Relations Business Development Asset Allocation
Languages:
English
Certifications:
I Am A 2014 Level Iii Cfa Candidate I Am A 2014 Level Ii Caia Candidate Chartered Alternative Investment Analyst Passed Level Ii of the Cfa Exam Caia Association Cfa Instititue Level Iii Cfa Candidate Series 7 Series 63
CSI Healthcare IT - Charlotte, North Carolina Area since Nov 2011
Regional Director
Various - National Aug 2005 - Nov 2011
Recruiting and Account Management
Education:
Christopher Newport University 2000 - 2004
BS, Industrial/Organizational Psychology, Business
Skills:
Technical Recruiting Operations Management Account Management Business Development Sourcing HR Policies Compliance Employee Relations Training Delivery Recruiting Training Epic Systems Healthcare Human Resources Leadership Organizational Development Employee Training Healthcare Information Technology Strategic Planning Project Management EHR Software Documentation HL7 HIPAA CPOE Leadership Development Management Staffing Services Temporary Placement EMR GoLive Ambulatory
Interests:
Leadership development, training, strategic planning and organizational development, golf, watersports, learning more about photography, and the DALLAS COWBOYS
F.P. Tillman Elementary School Kirkwood MO 1982-1985, Nipher Junior High School Kirkwood MO 1985-1988, Kirkwood High School Kirkwood MO 1988-1992
Community:
Verna Massey, Gary Reim, Stacey Thornhill, Kevin Clurke, Johnathan Wyatt, Matthew Jones, Karrie Hamlett, Kelly Hicks, Beatrice Powell, Larry Bridwell, Jennifer Cramer