Polen Capital Management
Relationship Associate
Fs Investments Jan 2017 - Jul 2017
Advisory Consultant
Fs Investments Jun 2015 - Dec 2016
Sales Associate Member Finra Sipc
Nuview Ira Jul 2014 - Jan 2015
Intern - Institutional Sales Associate
Education:
Ucf College of Business 2013 - 2015
Bachelors, Finance
University of Central Florida 2013 - 2015
Bachelors, Finance
Palm Beach State College 2011 - 2013
Associates, Finance
Skills:
Customer Service Microsoft Excel Sales Finance Microsoft Office Marketing Regression Analysis Project Management Powerpoint Alternative Investments Microsoft Word Portfolio Optimization Corporate Finance Hospitality Customer Satisfaction Teamwork Strategic Planning Market Research Salesforce.com Macro Analysis Stata Bdcs Series 7 Series 63 Financial Markets Public Speaking Lead Generation Derivatives Iras Forecasting Accounting Private Equity Middle Market Private Sector Fixed Income Reit
Interests:
Children Environment Education Animal Welfare Health
Certifications:
Series 7 Series 63 Fundamentals of Alternative Investments Certificate Program Financial Industry Regulatory Authority (Finra)
Cafe Martorano Fort Lauderdale, FL May 2012 to Jul 2013 Backwaiter/ barbackTavolino Della Nonna Coral Springs, FL Feb 2010 to Aug 2011 Busser
Education:
University of Central Florida Orlando, FL 2013 to 2015 N/a in FinancePalm Beach State College Boca Raton, FL 2011 to 2013 AA in FinanceCoral Springs High School Coral Springs, FL 2007 to 2011 High school degree in N/a
Nov 2013 to 2000 Pool ServerWalt Disney World Swan and Dolphin Hotel Lake Mary, FL Jul 2014 to Jan 2015 Institutional Sales Associate (Intern)Walt Disney World Swan and Dolphin Hotel Miami, FL 2014 to Dec 2014 Extern
Education:
Palm Beach State College Jun 2013 Associate's in ArtsUniversity of Central Florida Bachelor's in Finance