Halvorson Research Associates LLC since 2004
Partner
Fidelity Investments May 2003 - Sep 2004
Investment Representative
Northwestern Mutual Feb 2001 - Apr 2003
Registered Representative
Halvorson Research Associates 1989 - 2001
Portfolio Manager, Limited Partnerships
Sands Hotel and Casino 1984 - 1988
Finance Manager
Education:
CFA Insititue - New York Branch 1995 - 1997
CFA, Investments
University of Wisconsin-Madison - School of Business 1976 - 1980
BBA Quantitative Analysis, Investments, Economics, Operations
Skills:
Investments Portfolio Management Insurance Investment Advisory Research Client Relationship Building Quantitative Research Managerial Experience Standards Compliance Securities Management Investment Strategies Equity Research Financial Analysis Asset Allocation Financial Markets Investment Management Alternative Investments Finance Wealth Management Mutual Funds Hedge Funds Fund of Funds Equities Etfs Asset Management Financial Planning Financial Modeling