Position:
Vice President Syndicate Coordinator at Wells Fargo Securities
Location:
Charlotte, North Carolina
Work:
Wells Fargo Securities
since Jul 2009
-
Vice President Syndicate Coordinator
Banc of America Securities
May 2001 - Mar 2009
-
Vice President
Banc of America Securities
Jun 2000 - May 2001
-
Municipal Liaison
Banc of America Investment Services
Oct 1997 - Jun 2000
-
Municipal Liaison and Taxable Liaison
Bank of America
Feb 1992 - Sep 1997
-
Senior Sales Associate/Senior Vault Teller, Operations Manager
Education:
California State University-San Bernardino
Bachelor of Arts (BA), Business Administration Finance
Skills:
Series 7, Fixed Income, Series 63, Bonds, Securities, Capital Markets, Bloomberg, Investment Banking, Trading, Series 24, Credit Analysis, Municipal Bonds, Financial Modeling, Alternative Investments, Portfolio Management, Equities, Derivatives, Investments, Credit, Asset Managment