Efg Capital Advisors, Inc.
Portfolio Manager
U.s. Securities and Exchange Commission Jul 2007 - Feb 2012
Examiner
Charles River Development Feb 2006 - Jul 2007
Consultant
Education:
University of Massachusetts Amherst 1999 - 2003
Bachelors, Bachelor of Business Administration, Operations Management, Finance
Skills:
Alternative Investments Private Equity Portfolio Management Wealth Management Capital Markets Equities Due Diligence Investments Bloomberg Asset Management Fixed Income Investment Advisory Financial Analysis Securities Hedge Funds Mutual Funds
Certifications:
Chartered Financial Analyst Chartered Alternative Investment Analyst Cfa Institute Caia Association