ValueWorks LLC - New York, NY since 2011
Regional Vice President
Sterne Agee 2007 - 2010
Vice President, Wealth Management
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2000 - 2007
Managing Director, Wealth Management
RBC Wealth Management - Greater Minneapolis-St. Paul Area 1993 - 2000
Head of Due Dilligience, Manager Research
RBC Wealth Management 1993 - 1999
Consulting Solutions
Education:
University of Minnesota-Twin Cities 1988 - 1991
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1988 - 1991
Bachelor of Science (B.S.), Statistics
Skills:
Wealth Management Alternative Investments Mutual Funds Asset Allocation Asset Managment Series 7 Investment Strategies Investment Management Portfolio Management Investment Advisory Hedge Funds Retirement Planning Economics Statistics Due Diligence Management Due Diligence Manager Research
Aug 2014 to 2000 CIO - Digital Media StrategistLamar Advertising Company Baton Rouge, LA Jun 2012 to Aug 2014 Web Developer IIBlue Cross Blue Shield of Louisiana Baton Rouge, LA Apr 2010 to Jun 2012 Senior Healthcare Informatics Analyst (Promoted)Blue Cross Blue Shield of Louisiana - Baton Rouge, LA
Feb 2009 to Apr 2010 Senior Programmer Analyst (Promoted)Blue Cross Blue Shield of Louisiana - Baton Rouge, LA
Aug 2007 to Feb 2009 Advisory Programmer AnalystUniversity of New Orleans Baton Rouge, LA Oct 2005 to Aug 2007 Software Developer/Systems and Data AnalystAppro Systems Baton Rouge, LA Jan 2004 to Oct 2005 System Engineer
Education:
University of New Orleans New Orleans, LA Feb 1992 to Jun 1997 Master of Fine Arts in CommunicationsSouthern Illinois University at Carbondale Carbondale, IL Sep 1984 to Aug 1989 Bachelor of Arts in Cinema and Photography