Resumes
Resumes

Customer Success Director
View pageLocation:
701 5Th Ave, Seattle, WA 98104
Industry:
Financial Services
Work:
Fisher Investments - Vancouver, Washington since Oct 2011
Investment Operations Associate
Fisher Investments May 2010 - Oct 2012
Associate
First Investors Corporation Jun 2008 - Sep 2008
Investment Advisor Apprentice
Investment Operations Associate
Fisher Investments May 2010 - Oct 2012
Associate
First Investors Corporation Jun 2008 - Sep 2008
Investment Advisor Apprentice
Education:
University of Washington, Michael G. Foster School of Business 2007 - 2009
Bachelors, Finance University of Washington 2005 - 2009
Bachelors, Finance
Bachelors, Finance University of Washington 2005 - 2009
Bachelors, Finance
Skills:
Financial Analysis
Portfolio Management
Leadership
Analytics
Financial Modeling
Credit
Asset Management
Equities
Analysis
Investment Strategies
Wealth Management
Asset Allocation
Series 7
Alternative Investments
Mutual Funds
Sales Operations
Strategic Financial Planning
Securities
Fixed Income
Valuation
Investments
Alternative Investment Strategies
Portfolio Management
Leadership
Analytics
Financial Modeling
Credit
Asset Management
Equities
Analysis
Investment Strategies
Wealth Management
Asset Allocation
Series 7
Alternative Investments
Mutual Funds
Sales Operations
Strategic Financial Planning
Securities
Fixed Income
Valuation
Investments
Alternative Investment Strategies
Certifications:
Series 65 Financial License
Certified Financial Planner (Cfp)
Certified Financial Planner (Cfp)