Assistant Vice President / Analyst at Wealth and Investment Management at Barclays
Location:
Los Angeles, California
Industry:
Financial Services
Work:
Wealth and Investment Management at Barclays since Nov 2008
Assistant Vice President / Analyst
AllianceBernstein Apr 2005 - Nov 2008
Senior Private Client Associate
UBS Investment Bank Aug 2003 - Apr 2005
Research Associate / Business Analyst
Trilogy Financial Services Jun 2002 - Jul 2003
Investment Executive
Education:
Pepperdine University, The George L. Graziadio School of Business and Management 2009 - 2011
MBA
Southern Methodist University - Cox School of Business 1998 - 2002
BBA, Finance
Evergreen Professional Recoveries Bothell, WA Mar 2012 to Jan 2014 Receptionist/ Data EntryM3 Bodyworks Medical Massage Clinic Seattle, WA Mar 2012 to Nov 2012 Front Office AdministratorUS HealthWorks Everett, WA Feb 2011 to Mar 2011 Student Medical Assistant/ ExternshipPima Medical Institute Seattle, WA Jul 2010 to Mar 2011 StudentHighgate House Wenatchee, WA Oct 2008 to Feb 2009 CaregiverHome Depot LLC Wenatchee, WA Aug 2007 to Apr 2008 Customer Service/SalesOil Analysis Lab Spokane, WA Aug 2005 to Mar 2007 Data Entry/Administration
Education:
Pima Medical Institute Seattle, WA Jan 2010 to Jan 2011 MA Certification in Medical Assistant (3.78 GPA)Columbia Basin Job Corps Moses Lake, WA Jan 1999 to Jan 2000 GED in General Education, Business Administration
Skills:
Data Entry, Medical Office Experience, Insurance Billing, Client Intakes
Westwood Elementary School De Pere WI 1982-1988, Lincoln Elementary School De Pere WI 1983-1985, Washington Elementary School Escanaba MI 1988-1989, Escanaba Junior High School Escanaba MI 1989-1991
Community:
David Phillips, Tammy Martinez, Ricardo Torres, Rick Braun, Joy Kepner, Michelle Dunham
Fresno Christian High School Fresno CA 1980-1985, Fresno Christian School - Northeast Campus Fresno CA 1980-1989, Sabin Middle School Colorado Springs CO 1983-1986