Asia and Europe
Sabbatical and Full-Time Traveler
Emerson Mar 2016 - Dec 2018
Manager, Pension Investments
Northern Trust Corporation Jun 2013 - Mar 2016
Associate Portfolio Manager
Plancorp, Llc Aug 2009 - May 2013
Wealth Management Associate
Swipesum Aug 2009 - May 2013
Investor
Education:
Washington University In St. Louis - Olin Business School 2009 - 2012
Master of Business Administration, Masters, Finance
Washington University In St. Louis 2009 - 2012
Master of Business Administration, Masters, Finance
University of Illinois at Urbana - Champaign 2004 - 2008
Bachelors, Agriculture, Finance
Skills:
Investments Portfolio Management Asset Management Wealth Management Hedge Funds Investment Management Financial Planning Estate Planning Fixed Income Asset Allocation Investment Advisory Financial Analysis Equities Risk Management Retirement Planning Financial Markets Strategic Financial Planning Microsoft Excel Financial Modeling Investment Strategies Mutual Funds Alternative Investments Capital Markets Private Equity Wealth Managerial Finance High Net Worth Individuals Wealth Management Services Excel Etfs Portfolio Construction Investment Manager Research Institutional Portfolio Management Investment Performance Defined Contribution Investment Research Investment Analysis Global Tactical Asset Allocation
Interests:
Louis Sports Cooking Investing Traveling Snowboarding Golfing Stock Market Movies Fishing Health
Languages:
Spanish
Certifications:
Chartered Financial Analyst® 2016 Level Iii Cfa Candidate