Position:
Performance Analyst at Prime, Buchholz & Associates
Work:
Prime, Buchholz & Associates
- Portsmouth, NH since Sep 2012
-
Performance Analyst
MDT Advisers
Jan 2007 - Oct 2011
-
Institutional Marketing Analyst
MDT Advisers
Mar 2006 - Dec 2006
-
Senior Investment Operations Specialist
MDT Advisers
Jul 2005 - Mar 2006
-
New Accounts Supervisor
MDT Advisers
Nov 2003 - Jun 2005
-
Investment Operations Specialist
State Street Corporation
Jan 2002 - Sep 2003
-
Portfolio Administrator
Education:
Washington and Lee University 1997 - 2001
Bachelor of Arts (B.A.), Economics
Greely High School 1993 - 1997
High School Diploma, General Studies
Interests:
Skiing
Hiking
Camping
Canoeing
Certifications:
2014 Level II Candidate in the CFA Program, CFA Institute