Position:
Portfolio Analyst, Trader at Pure Financial Advisors
Work:
Pure Financial Advisors
- San Diego, CA since Oct 2011
-
Portfolio Analyst, Trader
TD Ameritrade
- San Diego, CA Dec 2010 - Oct 2011
-
Institutional Relationship Manager II/I
Berkeley Capital Securities
- La Jolla, CA Jan 2010 - Dec 2010
-
Wholesaler
Merrill Lynch
- Bellingham, WA Sep 2009 - Dec 2009
-
Intern, Wealth Management
Liberty Mutual
- Seattle, WA Jun 2009 - Sep 2009
-
Summer Associate, Surety Underwriting/Financial Analysis
Saturna Capital Corporation
- Bellingham, WA Apr 2009 - Jun 2009
-
Intern, Investment Analyst
Education:
Western Washington University 2005 - 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 - 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 - 2005
Interests:
Investments, snowboarding, tennis, playing guitar, travel, hiking, meeting new people/networking, reading, and spending time with friends and family. Extremely passionate about making, listening to, and discussing music!
Honor & Awards:
Recipient of the CFA Society of San Diego Level II Exam Scholarship, 2012
Certifications:
CFA Level I Exam - Passed December 2011, CFA Institute
CFA Level II Exam - Passed June 2012, CFA Institute
CFA Level III Exam - Passed June 2013, CFA Institute
Series 7, 63 Securities Licenses, FINRA
Bloomberg Product Certifications (Equity, Fixed Income), Bloomberg