Premier Health Partners
Treasury Manager
Premier Health Partners Nov 2015 - Dec 2018
Treasury Analyst
Robbins Wealth Management May 2010 - Nov 2015
Financial Advisor
Erie Vet Center Jan 2008 - May 2010
Work Study
Lowe's Companies, Inc. Mar 2007 - Dec 2007
Sales Associate
Education:
Penn State Erie, the Behrend College 2007 - 2011
Bachelors, Bachelor of Science, Finance
Penn State University 2007 - 2011
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Portfolio Management Investments Equities Equity Research Financial Analysis Investment Strategies Microsoft Office Options Microsoft Excel Options Strategies Equity Valuation Investment Portfolios Exchange Traded Funds Customer Service Microsoft Word Finance Leadership Strategic Planning Asset Management
Certifications:
Cfai Ce Program 5 Year Milestone Chartered Financial Analyst (Cfa) Charterholder
May 2010 to 2000 Research AssistantVeterans Affairs Erie, PA Jan 2008 to May 2010 Work StudyLowe's Erie, PA Mar 2007 to Dec 2007 Sales AssociateU.S. Army Fort Drum, NY Jun 1999 to Dec 2006 Joint Network Node Supervisor
Education:
Penn State 2007 to 2011 BS in FinancePenn State 2007 to 2011 BS in Accounting