Resumes
Resumes
Director
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Midland Ira & 1031
Director
Midland Ira & 1031 Nov 2017 - Nov 2019
Senior Business Development Associate
Millennium Trust Company Nov 1, 2015 - Nov 2017
Avp, Relationship Manager - Custody Services
Millennium Trust Company Mar 2014 - Nov 2015
Team Lead - Private Fund Custody Services
Millennium Trust Company Dec 2011 - Mar 2014
Senior Account Manager - Private Fund Custody Services
Director
Midland Ira & 1031 Nov 2017 - Nov 2019
Senior Business Development Associate
Millennium Trust Company Nov 1, 2015 - Nov 2017
Avp, Relationship Manager - Custody Services
Millennium Trust Company Mar 2014 - Nov 2015
Team Lead - Private Fund Custody Services
Millennium Trust Company Dec 2011 - Mar 2014
Senior Account Manager - Private Fund Custody Services
Education:
Michigan State University 2003 - 2007
Bachelors, Business Administration, Management, Business Administration and Management
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Alternative Investments
Marketplace Lending
Financial Services
Peer To Peer Lending
Fund of Funds
Account Management
Sales
Client Services
Investment Advisor Compliance
Self Directed Ira
Business Development
Superior Client Service
Client Liason
Mutual Funds
Consumer Lending
Private Equity Firms
Microsoft Office
Salesforce.com
Microsoft Excel
Relationship Management
Business Strategy
Direct Sales
Financial Reporting
Marketplace Lending
Financial Services
Peer To Peer Lending
Fund of Funds
Account Management
Sales
Client Services
Investment Advisor Compliance
Self Directed Ira
Business Development
Superior Client Service
Client Liason
Mutual Funds
Consumer Lending
Private Equity Firms
Microsoft Office
Salesforce.com
Microsoft Excel
Relationship Management
Business Strategy
Direct Sales
Financial Reporting
Certifications:
Certified Ira Services Professional (Cisp)
American Bankers Association
American Bankers Association