Blue Collar Capital Partners
Managing Partner
B.r. & Co., Inc.
Vice President Finance and Strategy
Performance Trust Capital Partners Jan 2017 - Apr 2019
Director | Financial Institutions Group - Team Leader
Performance Trust Capital Partners 2012 - Jan 2017
Vice President | Financial Institutions Group - Team Leader
Performance Trust Capital Partners Oct 2009 - Jun 2012
Associate
Education:
The Collins College of Hospitality Management at Cal Poly Pomona 2008 - 2009
Azusa Pacific University 2006 - 2008
Master of Business Administration, Masters, International Business, Finance
Wheaton College 2003 - 2006
Bachelors, Bachelor of Arts, Economics, English
Wheaton College 2003 - 2006
Masters, Master of Arts, Economics, English
Skills:
Portfolio Management Investments Financial Analysis Fixed Income Series 7 Bloomberg Financial Modeling New Business Development Asset Management Capital Markets Banking Hedge Funds Finance Public Speaking Mutual Funds Start Ups Alternative Investments Risk Management Customer Service Management Microsoft Office
Certifications:
Series 7 License Series 66 Financial Industry Regulatory Authority (Finra)