Location
Carlsbad, California, United States
Work
- Vice President @ MidCap Advisors, LLC
- Vice President @ MarshBerry
- Consultant and Analyst @ Vantage Point Advisors, Inc.
- Assistant Vice President @ Keenan and Associates
- Vice President @ Willis
- Assistant Vice President @ Marsh
- Financial Consultant @ A.G. Edwards
- Registered Representative @ Olde Financial Corporation
Education
- Chartered Financial Analyst (CFA) Institute' s CFA Program
Security Analysis / Portfolio Management
2014 - 2015 - Creighton University
Master of Security Analysis / Portfolio Management
2009 - 2011 - University of Arizona, Eller College of Management
B.S. Business Administration (Finance)
1993 - 1998
- College for Financial Planning
Accredited Asset Management Specialist (AAMS) Designation (Asset Management)
- Insurance Institute of America
Associate in Risk Management (Risk Management)
Skills
- Leadership
- D&O
- Microsoft Word
- Analytics
- Healthcare
- Financial Analysis
- Business Intelligence
- Sales
- Hospitals
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