Brinker Capital
Regional Investment Consultant  Southern California, Nevada, and Hawaii
Merrill Lynch Dec 2015 - May 2016
Financial Analyst Internship
Brinker Capital May 2014 - Dec 2015
Investment Analyst Internship
Brinker Capital May 2013 - Aug 2013
Sales Internship
M.a Thomas & Company May 1991 - Apr 1995
Staff Accountant
Education:
Coastal Carolina University 2012 - 2016
Bachelors, Management, Finance
Widener University 1987 - 1991
Bachelors, Bachelor of Science, Accounting
Kaplan University
Skills:
Asset Management Wealth Management Investment Strategies Microsoft Excel Equities Asset Allocation Investments Investment Advisory Microsoft Word Heavy Lifting Public Speaking Alternative Investments Microsoft Office Microsoft Powerpoint Mutual Funds Powerpoint Securities Financial Analysis Accounting Finance Budgets Financial Services 401K Asset Managment Due Diligence Private Equity Series 27 Football Official Finra