Proficient in Microsoft Word • Excel and PowerPoint. Familiar with Mic... • Performance Station performance system • Investment Scorecard performance system • Advent portfolio management system • Moxy trading system • Morningstar Principia Pro • Baseline • Factset • and Bloomberg systems. Artistic • creative • communication and organization talents. ...
Jul 2010 to Sep 2014 Senior Portfolio Manager Assistant & TraderHarris Bank
Jan 2005 to Apr 2009 Investment Officer - Associate Portfolio Manager IIMercantile National Bank of Indiana Hammond, IN Jan 1998 to Jan 2005 Junior Portfolio ManagerAmSouth Bank Clearwater, FL Aug 1994 to Oct 1997 Investment AssistantMercantile National Bank of Indiana Hammond, IN Mar 1985 to Aug 1994 Investment Assistant & Trader
Education:
Canon Financial Institute Athens, GA 2004 to 2006 Accredited Fiduciary Investment Manager CertificationIndiana University Gary, IN 2003 Associate of Science in Business Administration (emphasis on Finance and Economics)
Skills:
Proficient in Microsoft Word, Excel and PowerPoint. Familiar with Microsoft Access. Recently used the Trust-Rite system, Performance Station performance system, Investment Scorecard performance system, Advent portfolio management system, Moxy trading system, Morningstar Principia Pro, Baseline, Factset, and Bloomberg systems. Artistic, creative, communication and organization talents. Works well under stress.