The Demo Company, Llc
Accountant
Envestnet Placemark Apr 2014 - Aug 2017
Portfolio Manager
Placemark Investments Feb 1, 2012 - Apr 2014
Operations Specialist
Sterne Agee Jun 2008 - Jan 2012
Securities Lending Specialist
Education:
Auburn University Harbert College of Business 2001 - 2005
Bachelors, Bachelor of Science, Marketing
Auburn University
Skills:
Portfolio Management Securities Financial Services Equities Mutual Funds Microsoft Excel Microsoft Office Customer Service Beta Axys Time Management Investments