Heckmann Financial
Lead Advisor
Northwestern Mutual
Portfolio Manager
Bmo Financial Group Oct 2015 - Jul 2018
Senior Portfolio Manager
U.s. Bank May 2010 - Sep 2015
Portfolio Manager
Filbrandt & Co Sep 2005 - Sep 2009
Portfolio Manager
Education:
Graduate School of Business & Administration 1994 - 1996
Master of Business Administration, Masters
D'amore - Mckim School of Business at Northeastern University 1994 - 1996
Master of Business Administration, Masters
University of Wisconsin - La Crosse 1990 - 1993
Bachelors, Bachelor of Science, Finance
S. Thomas' College, Mount Lavinia 1975 - 1987
Skills:
Portfolio Management Investments Asset Management Financial Analysis Asset Allocation Wealth Management Equities Mutual Funds Management Leadership Fixed Income Strategic Financial Planning Alternative Investments Business Strategy Finance Customer Service
Certifications:
Cfa Charterholder Certified Financial Planner (Cfp) Cfa Institute Certified Financial Planner Board of Standards, Inc.
May 2010 to Present Portfolio Manager - Private Client GroupFilbrandt & Co Middleton, WI Sep 2005 to Sep 2009 Portfolio Manager/Relationship ManagerAmerican Investment Advisors, Inc Madison, WI 1999 to Sep 2005 Portfolio ManagerM.P. Merrill & Associates
1998 to Dec 1998 Investment AssociateM.P. Merrill & Associates Madison, WI 1997 to Dec 1998Third Wave Technologies Inc Madison, WI 1996 to 1997 Associate Accountant
Education:
Northeastern University Boston, MA 1994 to 1996 M.B.A. in FinanceUniversity of Wisconsin 1990 to 1993 Bachelor of Science in Finance
Retrieved 2009-12-30. Manjula Hettiarachchi, David C. Hilmers, Chandrani Liyanage and Steven A. Abrams. "Na2EDTA Enhances the Absorption of Iron and Zinc