Visa Mar 2014 - Jul 2014
Product Manager, Business To Business Global Product Strategy
Blackrock Aug 2013 - Feb 2014
Analyst, Global Assets Under Management
Private Dec 2012 - Jul 2013
Associate, Portfolio Management
Wells Fargo Oct 2007 - Jun 2011
Analyst, Business Credit
Wells Fargo May 2006 - Oct 2007
Credit Manager, Consumer Lending
Education:
University of San Francisco May 2013
Master of Science, Masters, Economics, Finance
California Polytechnic State University - San Luis Obispo Dec 2005
Bachelors, Bachelor of Science, Economics, Finance
Skills:
Returns Moody Compare Financial Advisory Merchandise Oracle Crm Metrics Reporting Consulting Customer Contact Summarizing Suppliers Foreign Currency Insurance Training and Development Sales Investment Research Strategic Projects Database Tools Instruction Credit Risk Adjustments Finance Cycles Rebalancing Merchandising Structure Sei San Global Investment Management Minitab Real Estate Projection Credit Reports Self Driven Legal Product Management Business Requirements Steel Detailing Data Conversion Trend Management Design Financial Statements Inventory Management Science Investment Portfolios Funding Statistics Guiding Sms Metrics Custodians Investment Management Auditing Cash Flow Analysis Visa Powerpoint Cash Management Performance Measurement Boston Build Strong Accounting Workflow B2B Execution Distribution Strategies Qualification Eviews Profit Valuation Financial Economics Quotes Portfolio Management Forecasting Legal Writing System Build Relationships Bloomberg Validation Reports Flat Patterning Strategy Balance Sheet Inventory Complexity Financial Accounting Equity Research Consolidation Microsoft Office Revision Microsoft Excel Financial Goals Risk Management Approval Process Bank Deposits Nonprofits Moody's Product Strategy Policy External Clients Real Estate Investor Commercial Clients Supply Documentation Streamlining Ratios Product Development Performance Reporting Research System Monitoring Portfolio Managers Business Groups Reporting Stakeholders Accounts Payable Commercial Real Estate Investigation Granite Loans Ais Analysis Campaigns London Combination .Net Equity Valuation Lines of Credit International Trade Renewals Cash Flow Economics Fixed Income Corporate Finance C Asset Based Advent Debt Order Management Applications Financial Modeling Private Bank Communication Detail Business Alignment Advertising Regulatory Reporting Commercial Banking Business Intelligence Development Studio Operations Holding Companies Commercial Products Financial Statement Analysis Credit Liquidity Pipelines Owner Occupied San Jose Contractual Agreements Distribution Center Operations Measurements Flows Market Share Analytics Data Migration Presentations Income Pricing Responsibility Chartered Financial Analyst Internal Audit Data Reporting Project Teams Regulations Banking Roadmap Product Knowledge Estimate Portfolio Trust End To End History Curriculum Design Tax Analysis Tax Microsoft Exchange New York Selections Reviews Electronics Government Investments Guidelines Materials Software Financial Services Morningstar Compliance Outlook Underwriting San Francisco Sungard Project Management Microsoft Word Stocks Proposal Writing Business Process Cash Restaurants Collateral Financial Analysis Ach Extending Invoicing Budgets Versatile Financial Transactions Staff Development Appraisals Credit Analysis Risk Problem Solving Customer Information Conceptual Modeling Trading Tax Returns Research Projects Econometrics Excel Models Wells Fargo Selling