Guggenheim Partners Aug 2012 - Nov 2016
Regional Vice President
John Hancock Investments Aug 2012 - Nov 2016
Managing Director - Institutional Sales
Invesco Us Jun 2010 - Jul 2012
Unit Trust Specialist
Van Kampen Investments Jan 2008 - Jun 2010
Regional Vice President
Van Kampen Investments Apr 2005 - Feb 2008
Internal Sales Consultant
Education:
Yale School of Management 2019 - 2019
Marquette University 2000 - 2004
Bachelors, Bachelor of Science, Finance
Skills:
Series 7 Series 63 Mutual Funds Asset Allocation Securities Series 6 Investment Strategies Investments Asset Managment Equities Fixed Income Relationship Management Iras Sales Management Salesforce.com Bonds Closed End Funds Sales Unit Investment Trusts Alternative Investments Asset Management Trading Portfolio Management Etfs Financial Services Investment Management Wealth Management Investment Advisory Distribution Strategies Capital Markets Financial Advisory Financial Planning