Position:
Associate, Internal Client Advisor at J.P. Morgan Asset Management
Work:
J.P. Morgan Asset Management
- San Francisco Bay Area since Apr 2013
-
Associate, Internal Client Advisor
Merrill Lynch Wealth Management
- Greater San Diego Area Sep 2009 - Sep 2012
-
Financial Advisor
Trilogy Financial Services
Jun 2009 - Aug 2009
-
Investment Executive
Nixon Center
- Washington D.C. Metro Area Jan 2008 - Aug 2008
-
Regional Strategic Programs Intern
Office of Congressman Darrell Issa
Jan 2008 - Jun 2008
-
Intern
American Enterprise Institute
- Washington D.C. Metro Area Jan 2006 - May 2006
-
Intern - Foreign and Defense Policy
US Commission on International Religious Freedom
- Washington D.C. Metro Area Sep 2005 - Dec 2005
-
Government Relations Intern
Wells Fargo
- Irvine, CA Jul 2004 - Sep 2004
-
Intern -- Irvine Real Estate Group
Education:
London School of Economics and Political Science 2006 - 2007
MSc, History of International Relations
Fund for American Studies 2005 - 2005
University of California, Santa Barbara 2001 - 2005
BA, History & Religious Studies
Skills:
Interpreting Technical Information, Technical Sales Presentations, Manage Client Relationships, Due Diligence, Public Speaking, Technical Writing, Research, Investment Management, Closed-end Funds, Microsoft Excel, PowerPoint, Financial Modeling, Investment Strategies
Interests:
Baseball, Football, Cricket, Rock Climbing, Soccer
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning