Financial Planning Association (Fpa) 2014 - 2016
Member
Sims Investment Management, Llc 2014 - 2016
Managing Member, Investment Advisor Representative at Sims Investment Management, Llc
Valhalla Investment Advisory Jun 2012 - Nov 2013
Investment Advisor Representative
Johnson Investment Counsel Jun 2009 - Jun 2012
Portfolio Manager Assistant
University of Cincinnati 2006 - Aug 2011
Student
Education:
University of Cincinnati Carl H. Lindner College of Business 2006 - 2011
Bachelors, Real Estate, Business, Finance
University of Cincinnati 2006 - 2011
Bachelors, Bachelor of Business Administration, Real Estate, Finance
Skills:
Financial Modeling Financial Analysis Microsoft Excel Valuation Investments Portfolio Management Equities Fixed Income Powerpoint Asset Managment Bloomberg Microsoft Office
Interests:
Education
Languages:
English
Certifications:
Awmaâ® Crpcâ® Awma® Crpc® College For Financial Planning