Marco Consulting Group 2009 - Oct 31, 2013
Director of Research and Portfolio Manager
Putnam Investments 2009 - Oct 31, 2013
Director, Consultant Relations
Marco Consulting Group Mar 2009 - Mar 2010
Assistant Director of Research
Ubs Sep 2004 - Jun 2008
Equity Analyst
Evergreen Investments Oct 2003 - Sep 2004
Investment Analyst
Education:
Columbia | Sipa 2003
Masters, Master of Arts, International Affairs, International Finance
The Wharton School 2001 - 2003
Master of Business Administration, Masters, Finance
University of Pennsylvania
Wheaton Warrenville South Hs
Beloit College
Bachelors, Bachelor of Arts, Economics, International Relations
Skills:
Equities Investments Portfolio Management Asset Allocation Alternative Investments Analysis Trading Financial Services Asset Management Hedge Funds Management Equity Research Valuation Crm Large Scale Change Management