Resumes
Resumes
Grants And Investment Associate
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Wells Fargo Advisors, LLC since Jan 2007
Senior Registered Client Associate
Arthur J. Gallagher & Co. - San Francisco Bay Area Jun 2005 - Aug 2005
Intern
Senior Registered Client Associate
Arthur J. Gallagher & Co. - San Francisco Bay Area Jun 2005 - Aug 2005
Intern
Education:
The University of Arizona, Eller College of Management
B.S., Business Management, 2006
B.S., Business Management, 2006
Skills:
Series 7
Fixed Income
Mutual Funds
Asset Allocation
Investments
Investment Strategies
Equities
Wealth Management
Financial Analysis
Retirement Planning
Valuation
Trading
Asset Management
Fixed Income
Mutual Funds
Asset Allocation
Investments
Investment Strategies
Equities
Wealth Management
Financial Analysis
Retirement Planning
Valuation
Trading
Asset Management
Certifications:
Series 7
Series 66
Financial Industry Regulatory Authority
Series 66
Financial Industry Regulatory Authority
Mitchell Mcentyre San Francisco, CA
View pageWork:
Wells Fargo Advisors, LLC
Jan 2007 to Present
Sr. Registered Client Associate
Arthur J. Gallagher & Co, Gallagher Construction Services
San Francisco, CA
Jun 2005 to Aug 2005
Intern
Jan 2007 to Present
Sr. Registered Client Associate
Arthur J. Gallagher & Co, Gallagher Construction Services
San Francisco, CA
Jun 2005 to Aug 2005
Intern
Education:
Eller College of Management
2006
Bachelor of Science in Business Administration in Business Management
The University of Arizona
Tucson, AZ
2006
Bachelor of Science in Business Administration in Business Management
The University of Arizona
Tucson, AZ
Skills:
Superior MS Excel skills and functions (efficient customized reporting); consistent trading accuracy