Pensionmark Financial Group
Managing Director
Sageview Advisory Group Jun 1, 2010 - Mar 2019
Managing Director, Investment Research Sageview Advisory Group
Sageview Advisory Group Jun 2008 - Jun 2010
Investment Analyst
Weyerhaeuser Realty Investors Jul 2007 - Jun 2008
Project Analyst
John Burns Real Estate Consulting Sep 2004 - Jul 2007
Senior Consultant
Education:
University of Notre Dame - Mendoza College of Business 2002 - 2004
Master of Business Administration, Masters, Finance
Virginia Tech - Pamplin College of Business 1994 - 1998
Master of Education, Masters, Bachelors, Bachelor of Science, Finance
Skills:
401 Retirement Savings Plans Investment Advisory Asset Management 401K Portfolio Management Investments Asset Allocation Analysis Finance Market Research Retirement Planning Small Business Retirement Planning Retirement Plan Consulting Financial Modeling Mutual Funds Valuation
Languages:
Polish German
Certifications:
Finra Series 7 Finra Series 66 Chartered Financial Analyst (Cfa) Financial Industry Regulatory Authority (Finra)