Cor Clearing Llc Mar 2015 - Oct 2017
Team Lead Stock Record
Morgan Stanley Mar 2015 - Oct 2017
Csa
Cor Clearing Llc Aug 2013 - Mar 2015
Settlements Technician
Td Ameritrade Dec 2004 - Aug 2013
Mutual Fund Analyst
Skills:
Financial Services Mutual Funds Settlement Investments Financial Markets Risk Management Bonds Due Diligence Process Improvement Asset Management Microsoft Office Securities Fixed Income Series 7 Leadership Finra Equities Series 63
Aug 2007 to 2000 Mutual Fund AnalystTD Ameritrade Clearing, Inc Omaha, NE Apr 2006 to Aug 2007 Loss Prevention AnalystTD Ameritrade Clearing, Inc Omaha, NE Dec 2004 to Apr 2006 Client Service Representative
Education:
Mascoutah Community High School May 2001 General Studies