Bridget Horan Email & Phone Number
Director @ Shade Tree Advisors LLC
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Bridget Horan Location
- Alpharetta, GA, US
Bridget Horan Work
- Director @ (November 2020 - Present)
- Associate Director @ (March 2017 - November 2020)
- Authorized Officer @ (February 2015 - March 2017)
- Client Analyst @ (September 2012 - September 2014)
- Sr. Portfolio Administrator @ (June 2008 - September 2012)
- Finance Intern @ (January 2008 - May 2008)
Bridget Horan Education
- University at Albany
Master of Business Administration (M.B.A.)
2012-2013 - University at Buffalo
Bachelor of Science (B.S.) (Business Administration and Management, General)
2004-2008
Bridget Horan Skills
- Financial Services
- Financial Analysis
- Series 66
- Series 7
- Portfolio Management
- Finance
- Analysis
- Wealth Management
- Investments
- Equities
- Mutual Funds
- Fixed Income
- Asset Management
- Asset Allocation
- Microsoft Office
- Microsoft Excel
- Client Relations Skills
- Finra
Bridget Horan Summary
- Bridget Horan, based in Alpharetta, GA, US, is currently a Director at Shade Tree Advisors LLC. Bridget Horan brings experience from previous roles at UBS and The Ayco Company, L.P., a Goldman Sachs Company. Bridget Horan holds a 2012 - 2013 Master of Business Administration (M.B.A.) @ University at Albany. With a robust skill set that includes Financial Services, Financial Analysis, Series 66, Series 7, Portfolio Management and more. Bridget Horan has 1 emails and 2 mobile phone numbers on RocketReach.
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