Position:
Assistant Portfolio Manager at U.S. Trust
Work:
U.S. Trust
since Apr 2013
-
Assistant Portfolio Manager
U.S. Trust
- New York, New York Oct 2011 - Apr 2013
-
Private Wealth Client Officer
Vanguard
- Charlotte, North Carolina Area Jun 2011 - Dec 2011
-
Investment Specialist
Red Ventures
Sep 2010 - Aug 2011
-
Workforce Manager for DTV
Red Ventures
Jan 2010 - Sep 2010
-
Sales Consultant
CLT Real Estate Services, Inc.
Sep 2005 - Dec 2009
-
Principal Broker and Owner
Atlantic Southeast Airlines
Sep 2004 - Sep 2005
-
Pilot
Education:
East Carolina University 2010 - 2013
MBA, Management and Finance
The University of Texas at Austin 1994 - 1999
BA, Psychology
Skills:
Sales Management, SQL, Excel, Microsoft Office, Project Management, Account Management, Customer Service, New Business Development, Team Leadership, Contract Negotiation, Management, Sales, Financial Analysis, Business Analysis, Cold Calling
Interests:
real estate, investing, currency exchange, option trading, money management, politics, running, marathon training, swimming, skiing, aviation, flying, football