Pacific Life
Client Portfolio Manager | Pacific Funds
Pacific Life Sep 2013 - Sep 2018
Pacific Funds | Associate Account Manager , Strategic Account Specialist
Ayco, A Goldman Sachs Company Nov 2009 - Apr 2013
Investment Officer and Portfolio Strategist
Ayco, A Goldman Sachs Company 2007 - 2009
Investment Analyst
Education:
Union College 2003 - 2007
Bachelors, Bachelor of Arts, Economics
Kansai Gaidai University 2005 - 2005
Charles Wright Academy 1999 - 2003
Skills:
Investments Mutual Funds Competitive Analysis Asset Allocation Capital Markets Portfolio Management Business Development Wealth Management Alternative Investments Asset Management Due Diligence Financial Markets Series 7 Public Speaking Investment Analysis Zephyr Investment Platforms Morningstar Direct National Accounts Investment Advisory Ria Distribution High Net Worth Individuals Mutual Fund Due Diligence Investment Strategies Wrap Platforms Portfolio Strategy Economics Finance Bloomberg Terminal Morningstar Bloomberg Etfs Separately Managed Accounts Retirement Planning Fund of Funds Structured Notes Fixed Income Analysis Managed Accounts Clearing Firms Mutual Fund Supermarkets Tamps Onesource Research Broker Dealer Rias Custodians Account Management Sales Cima Consultative Sales Equities Fixed Income Relationship Management Ria Sme Conferences Leadership
Blue Point Elementary School Blue Point NY 1953-1957
Community:
Marvyn Gordon, Thomas Orlando, Alona Ashby, Linda Zebrowski, Dave Cheney, Garry Lyons, Richard Geyer, Janet Dubois, Rose Minutella, Elena Ferri, Ellen Thogersen