GenSpring Family Offices Nov 2007 - Jul 2009
Investment Analyst
WCM Investment Management Jan 2000 - Nov 2007
Portfolio Administrator
Balboa Capital - Irvine, CA Feb 1998 - Jan 2000
Staff Accountant
Education:
California State University-Fullerton - College of Business and Economics 1992 - 1995
B.A., Business Administration/Finance
Skills:
Portfolio Management Asset Allocation Security Analysis Client Service Asset Management Investments Wealth Management Equities Mutual Funds Bonds Valuation Bloomberg Securities Equity Research Investment Strategies Fixed Income Financial Analysis Asset Managment Bloomberg Terminal Finance Alternative Investments Management