Eastspring Investments
Us Operations, Client Service and Sales Support
Guggenheim Partners Sep 2015 - Aug 2018
Senior Associate- Client Service Liaison- Institutional on-Boarding
U.s. Bank Jan 2013 - Sep 2015
Business Development Officer Vice President - Advisor Custody- Institutional Trust and Custody
U.s. Bank Sep 2011 - Mar 2013
Vice President Relationship Manager- Institutional Trust and Custody
U.s. Bank Jul 2009 - Oct 2011
Officer- Inside Sales Rep- Fixed Income Sales
Education:
University of Wisconsin - Milwaukee 2005 - 2008
Bachelors, Bachelor of Business Administration, Finance
Old Dominion University
University of Chicago
Skills:
Financial Services Investments Portfolio Management Banking Finance Securities Cash Management Analysis Management Business Development Relationship Management Crm Fixed Income Derivatives Asset Allocation Erisa Defined Benefit Investment Operations Operations Operations Management Product Development Product Launch Project Management Transition Management
Vice President Relationship Manager- Institutional Trust and Custody at US Bank
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work:
US Bank - Greater Milwaukee Area since Sep 2011
Vice President Relationship Manager- Institutional Trust and Custody
US Bank Jul 2009 - Oct 2011
Officer- Inside Sales Rep- Fixed Income Sales
US Bank Apr 2008 - Jul 2009
Trust and Investment Auditor- Staff
Fiserv Oct 2007 - Apr 2008
Intern
Education:
University of Wisconsin-Milwaukee - School of Business Administration 2005 - 2008
BBA, Finance