Position:
Senior Consultant at Envestnet Asset Management
Work:
Envestnet Asset Management
since Apr 2012
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Senior Consultant
Prima Capital
Oct 2008 - Apr 2012
-
Consultant
Prima Capital
Jun 2007 - Dec 2008
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Data Services Manager
Stifel Nicolaus
Nov 2005 - Jun 2007
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Client Services Associate
McDonald Investments
Dec 2003 - Nov 2005
-
Client Services Associate
Education:
Miami University 1999 - 2003
BS Business Admin., Finance