Contractor (Lam Research)
Superior Group Portland,Oregon
. Coursework in Economics . Coursework in Finance .
Fidelity Investments Portland,Oregon
clients on various retirement savings vehicles and investment offerings . Worked closely with marketing departments...ives Met with clients and provided elemental investment guidance Profiled customer portfolios within...Group – Lake Oswego , OR Advised clients on investment and planning strategies . Developed and executed
Registered Sales Assistant
Wedbush Securities Portland,Oregon
Career Focus Energetic Sales Assistant with 5 years experience in the brokerage business . Organize...
Director of Finance (Financial Planning and Analysis)
Holiday Retirement (Fortress Investment Group NYSE:FIG) Portland,Oregon
Holiday Retirement (Fortress Investment Group NYSE : FIG) Director of Finance (Financial Planning and Analysis)...KPI Reporting . Holiday Retirement (Fortress Investment Group NYSE) Financial Manager | Portland ,...Created smart business process rules ; return on investment and contribution on all discretionary expenses
Mick's New American Bistro Portland,Oregon
Professional Experience Bartender/Server February 2013 to July 2013 Mick's New American Bistro － Fre...
Insitu Inc Portland,Oregon
military bases Education 2017 Associate of Arts : Accounting Portland Community College － Portland , OR
LPL Financial Portland,Oregon
and objectives . Energetic with a passion for investment strategy and research . Astute communicator...and goals . Demonstrate proficiency with all investment tools such as mutual funds , stocks , bonds
VP of Investments
JPMorgan Chase Portland,Oregon
approach with banking managers and bankers•Sophisticated , savvy knowledge of investment vehicles to ...Education BBA : Finance 1998 Wichita State University , Wichita , Kansas , US Obtained Finance degree with...Career Focus Astute investment professional with more than 16 years of continuous experience analyzing
Wells FArgo Advisors Portland,Oregon
Summary of Skills Complex problem resolution Strategic planning Project management Marketing materia...
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