Colonial Mutual Funds
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32 Colonial Mutual Funds employees in database. Find out everything there's to know about Colonial Mutual Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Colonial Mutual Funds Employees
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
CoBiz Insurance February 2011 - Present
CoBiz Insurance May 2000 - November 2012
Great-West Life and Annuity Insurance Company July 1996 - May 2000
Colonial Mutual Funds December 1989 - July 1995
Skills
Employee Benefits, COBRA, 401k, Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Term Life Insurance, Benefits Administration, Property & Casualty..., FMLA, Workers Compensation, Liability, Brokers, Commercial Insurance, Employee Engagement, Succession Planning, Mutual Funds, Retirement, Long-term Care, Professional Liability, Umbrella Insurance, Health Savings Accounts, Customer Service, Claim, Commercial Lines, Casualty
Education
Regis University 1991 — 1992
International Business
Metropolitan State University of Denver 1987 — 1989
BS, Spanish, History
Fort Lewis College 1983 — 1986
Education, Spanish
IJoin Solutions LLC August 2013 - Present
MassMutual Financial Group 2007 - March 2013
Phoenix Companies 2001 - 2006
Jackson National Life of New York 1998 - 2000
Orbitex Management, Inc. 1997 - 1998
New England Funds, L.P. 1996 - 1997
Fidelity Investments Institutional Services Comapany 1991 - 1996
Invesco Capital Management 1990 - 1991
Colonial Mutual Funds 1988 - 1990
Kidder, Peabody & Company Co. 1983 - 1988
Skills
Sales, Marketing, Distribution, Management, Strategic Planning, Financial Services
Education
Boston College
BS Marketing, Marketing
SmartTrust® UITs June 2015 - Present
RC Securities February 2012 - March 2015
Wells Real Estate Funds March 2000 - August 2011
John Hancock Funds March 1994 - January 1999
Colonial Mutual Funds September 1990 - March 1994
Skills
Series 7, Series 24, Series 63, Alternative Investments, REITs, Mutual Funds, Variable Annuities, ALL Distribution..., RIA Channel, Wirehouse Channel, Independent..., Bank Channel, Separate Accounts, New England Region, NYC Metro Region, Northeast Region, Boston Based, Wholesaler, Regional Vice President, REIT, Distribution Strategies, Investments, Securities
Education
Northeastern University 1981 — 1986
BS, Business Administration- Marketing
Friends Foundation Denver Public Library May 2014 - Present
Project WISE June 2013 - May 2014
Denver Museum of Nature & Science 1999 - 2012
Colonial Mutual Funds 1994 - 1999
Arthritis Foundation October 1991 - January 1994
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Community Outreach, Grant Writing, Event Management, Program Development, Social Media, Research, Grants, Public Speaking, Editing, Microsoft Office, Public Relations
Education
Colorado Mesa University 1987 — 1991
Bachelor of Arts (B.A.), History
SunAmerica Financial Group April 2012 - Present
John Hancock Wood Logan (a Manulife Finacial Corporation company) 2010 - January 2012
John Hancock Wood Logan (a Manulife Financial Corporation company) January 2003 - January 2010
Manulife Financial Corporation/Wood Logan January 2001 - January 2003
Manulife Financial Corporation/Wood Logan November 1999 - January 2001
Evergreen Investments January 1996 - November 1999
Fidelity Advisor Funds December 1994 - December 1996
American Funds Distributors April 1991 - December 1994
Colonial Mutual Funds April 1987 - April 1991
Lipton Tea, Kimberly Clark, and the Sony Corporation August 1980 - April 1987
Skills
Annuities, Sales Management, Insurance, Wholesaling, Mutual Funds, Advanced Markets, Sales Training, Sales Process, Event Planning, Conference Presentations, Conference Speaking, Budget Management, Compliance Management, Conference Management
Education
University of Wisconsin-Eau Claire 1975 — 1979
BA, Communications and Business Admin
Colorado State University
Personnel Administration, Business
Duke University
Advanced Management Program
University of Toronto - Rotman School of Management
Senior Management Program
University of Wisconsin-Eau Claire
Bachelor of Arts, Coommunications and Business Admin
Watch City Real Estate, LLC January 2011 - Present
Alpha Segment January 2011 - Present
Diversified Management Resources, Inc. 1998 - January 2012
Colonial Mutual Funds February 1991 - October 1998
Putnam Investments January 1981 - February 1991
Skills
Real Estate, Solving marketing..., Writing, Investment Marketing, Mutual Funds, Recruitment/Retention, Marketing Strategy, Marketing Communications, Entrepreneurial..., Business Development, Investments, Marketing, Corporate Communications, Management, Public Relations, Start-ups, B2B, Recruiting, Entrepreneurship, Product Management, Strategy, Asset Management, Leadership, New Business Development, Strategic Planning, Selling, Creative Direction, Alternative Investments, Portfolio Management, Product Marketing, Financial Services, Sales, Market Research, Team Leadership, Small Business, Product Development, Market Planning, Lead Generation, Consulting, Negotiation, Investment Properties, Business Strategy, Contract Negotiation
Education
Northeastern University
Bachelor’s Degree
Badgley Phelps November 1999 - Present
Berger Mutual Fund 1997 - 1999
Colonial Mutual Funds 1995 - 1997
Skills
Marketing, Marketing Strategy, Management, Asset Allocation, Investment Management, Investments, Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Equities, Strategic Financial..., Strategic Planning, Customer Service, Brand Development, Brand Management, Event Planning, Risk Management, Customer Experience, Cycling
Education
University of Denver 1989 — 1993
Bachelor of Arts (BA), Geography, Business Administration
Central Catholic High School 1986 — 1989
College Prep
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals July 2011 - March 2014
Shire Pharmaceuticals April 2008 - July 2011
MC Communications September 2000 - June 2007
MC Communications 2000 - 2007
Columbia Management November 1996 - September 2000
Liberty Funds Group November 1996 - September 2000
Colonial Mutual Funds November 1996 - September 2000
First Data Corp October 1989 - November 1996
Skills
Hyperion Enterprise, Financial Statements, Consolidation, Mergers, Forecasting, Budgets, Accounting, ERP, General Ledger, Payroll, Employee Benefits, Financial Reporting, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Subledger Accounting, General Journal, G/L Analysis, G/L Reconciliations, Financial Variance..., General Ledger..., Financial Close Process, Financial Performance, Planning Budgeting &..., Record to Report, Finance System..., Accounts Payable, Account Reconciliation, Strategic Financial..., Analysis, Mergers & Acquisitions, Accounts Receivable, Management, Finance, Process Improvement, Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MBA, Business Administration
Boston College 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Arlington Catholic 1975 — 1979
Arlington Catholic High School 1975 — 1979
College prep
Museum of Fine Arts, Boston July 2014 - Present
Boston University September 2003 - Present
Messiah Baptist Church October 1986 - June 2015
Museum of Fine Arts, Boston November 2006 - July 2014
Museum of Fine Arts, Boston July 2001 - November 2006
Colonial Mutual Funds 1985 - 1992
Skills
Museums, Teaching, Music, Program Development, Event Planning, Social Media, Fundraising, Editing, Public Speaking, Interviews, Nonprofits, Recruiting, Research, Volunteer Management, Community Outreach
Education
Boston University 2015 — 2017
Master’s Degree, Arts Administration
Northeastern University 1978 — 1983
B. S., Economics
John Marshall High School, Richmond, VA 1974 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
Massachusetts Department of Industrial Accidents May 2005 - Present
Investors Bank & Trust December 1999 - December 2004
Insurance Technology Services of America (ITSA) June 1999 - December 1999
Liberty Mutual January 1999 - June 1999
Colonial Mutual Funds December 1991 - December 1996
CMGI December 1990 - December 1991
UNITRONIX CORPORATION January 1991 - August 1991
TAD December 1988 - December 1990
United Way of Massachusetts Bay March 1987 - December 1988
Melrose Free Press 1978 - 1987
Skills
XML, SQL, ASP, Sybase, JavaScript, PL/SQL, Software Development, Database Design, PowerBuilder, HTML, Database Development, Application Development, UML, Oracle SQL, Databases, Unix, Unix Shell Scripting, Oracle APEX, Oracle Forms & Reports, Informix, SDLC, SharePoint
Education
North Shore Community College 1990 — 1991
Criminal Justice/Law Enforcement Administration
Bentley University 1987 — 1989
Accounting and Finance
Middlesex Community College 1985 — 1987
Computer Science
Lowell Technological Institute 1975 — 1976
Civil Engineering
Melrose High School 1970 — 1974
Yes
AES Distributed Energy October 2012 - Present
Human Resource Services, Inc. August 2009 - December 2009
ENTERPRISE FLEET MANAGEMENT May 2006 - July 2007
YOUNG PRESIDENTS’ ORGANIZATION (FLORIDA) November 2004 - January 2006
SUNSHINE STATE MESSENGER SERVICE, INC. October 2002 - September 2004
KSM & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS January 2002 - October 2002
NANAS N PAPAS, LLC April 2000 - December 2001
LINCOLN FINANCIAL ADVISORS/SAGEMARK CONSULTING July 1998 - April 2000
COLONIAL MUTUAL FUNDS March 1996 - August 1996
Skills
Non-profits, Strategic Planning, Project Management, Budgets, Analysis, Management, Risk Management, Accounting, Customer Service, Program Management, Microsoft Excel, Strategic Financial..., QuickBooks, Marketing, Sales, Recruiting, Due Diligence, Management Consulting
Education
University of Denver - Daniels College of Business 1986 — 1995
BBA, Business Administration, Finance
Wisdom Financial Management, LLC October 2008 - Present
Jim A. Yockey November 2002 - June 2012
Dallas-Fort Worth Lifestyles Magazine January 1995 - September 1999
Alliance Capital Management 1988 - 1995
Pilgrim Distributors Corp. July 1987 - July 1989
Colonial Management Inc. August 1984 - June 1987
Colonial Mutual Funds 1984 - 1987
Colonial Mutual Funds 1984 - 1987
Colonial Funds 1984 - 1987
Skills
Leadership Development, Research, Asset Management, Management and..., Strategic Planning, Published Author, Financial Advisory, Management, Asset Managment, Team Building, Strategic Financial..., Marketing, Training, Retirement, Management Consulting, Recruiting, Investments, 401k, Mutual Funds, Business Strategy, Public Speaking, Coaching, Finance, Retirement Planning, Sales, Financial Services, Insurance, Securities, Strategy, Risk Management, Business Planning, Mergers & Acquisitions, Investment Management, Portfolio Management, Small Business
Education
Capella University 2006 — 2015
Doctor of Philosophy, Organizational Psychology, 3.6
University of Louisville 2003 — 2006
Master of Arts (MA), Psychological and Brain Sciences
University of Phoenix 1993 — 1994
BA, Management
The University of Texas at El Paso 1965 — 1969
Economics
McGladrey February 2013 - Present
Permabit November 2007 - October 2012
National Basketball League September 2006 - September 2007
Pepsi Center February 1999 - September 2006
Colonial Mutual Funds February 1994 - January 1999
Digital 1986 - 1993
Skills
Cloud Computing, Disaster Recovery, Virtualization, VMware, Enterprise Software, Storage, Active Directory, Linux, Servers, Data Center, Salesforce.com, Microsoft Exchange, Amazon Web Services..., Windows, Windows Server, SAN, VMware ESX, IT Operations, Storage Area Networks, High Availability, NAS
Education
Thomas College 1984 — 1985
Andrus Woods Enterprises LLC January 2009 - Present
Latter-day Village LLC September 2005 - December 2008
PrimaryETC.com March 1997 - October 2005
Villa Youth Theatre, Springville, Utah 2003 - 2004
Utah Career College 1999 - 2000
Software Design and Development 1995 - 1998
Colonial Mutual Funds 1994 - 1995
Separation Technology Inc 1993 - 1993
Church Education System, LDS Church 1992 - 1993
WordPerfect Corporation 1990 - 1992
Skills
Online Marketing, Blogging, Web Design, Public Speaking, Online Advertising, Social Media Marketing, Customer Service, Web Marketing, Teaching, Advertising, Leadership, Team Building, SEO, Graphic Design, Marketing Strategy, Email Marketing, Microsoft Office, Social Networking, WordPress, Entrepreneurship, Social Media, Copywriting, Facebook, PPC, Public Relations, Art, Lead Generation, HTML, Marketing Communications, SEM, Small Business, Web Development
Education
Brigham Young University 1976 — 1989
BA, Theater
Talawanda High School 1972 — 1976
Malone and Co. January 2010 - Present
S.A. Nellson Consulting September 1997 - December 2009
State Street Global Advisors 1992 - 1997
Colonial Mutual Funds 1989 - 1992
HMJ & Associates 1988 - 1989
Skills
Editing, Directing, On-camera Interviews, Marketing Communications, Product Marketing, Final Cut Pro, Video, Content Strategy, Creative Direction, Copywriting, Photography, Video Production, Documentaries, Public Speaking, Adobe Creative Suite, Writing, Creative Problem Solving, Media Production..., Film, Advertising, Producing, Film Production, Casting, Digital Photography, Feature Films, Video Editing, Creative Writing
Education
University of Nebraska-Lincoln 1984 — 1988
B.S., Marketing and Finance
University of Massachusetts Medical School July 2015 - Present
Reliant Medical Group May 2012 - January 2015
Arris - (Formerly BigBand Networks) April 2008 - March 2012
Stowe Associates, One Source Recruiting 2007 - 2008
Charter Communications 2005 - 2006
Meditech 2002 - 2005
Mass Mutual / Persumma Financial - E 401K Startup Company 2000 - 2001
Allmerica Financial (Hanover Insurance) 1999 - 2000
Colonial Mutual Funds 1997 - 1999
State Street Bank 1989 - 1997
Skills
Talent Management, Talent Communities, Talent Acquisition, Human Resources, Performance Management, Recruiting, Employee Relations, Onboarding, Organizational..., Team Building, HRIS, Personnel Management, Management, Employee Benefits, Leadership, Sourcing, Temporary Placement, Coaching, Strategy, Strategic Planning, Deferred Compensation, Career Development, Leadership Development, International Relations, Hiring, M&A experience, Workforce Planning, 360 Feedback, Employer Branding, HR Policies, HR Budgeting, University Recruitment
Education
Assumption College
Bachelor of Arts - Management
Lesley University
Masters of Science in Management (MSM) - Human Resources Management
St. Johns High School
HS Diploma, General
Copyright Clearance Center February 2000 - Present
Insurance Technology Services of America January 1998 - January 2000
Watson Wyatt International Consulting January 1996 - December 1996
Colonial Mutual Funds May 1991 - December 1995
Skills
Java, Spring, Java Enterprise Edition, JavaScript, Database Design, Oracle, Agile Methodologies, Web Applications, Struts, Scrum, Software Development, Web Services, Spring Framework, Software Project..., PostgreSQL, Requirements Analysis
Education
New England Conservatory of Music 1989 — 1991
Masters of Music, Jazz studies
University of Maine 1982 — 1986
Bachelors of Music, Saxophone performance
Edward Jones April 2011 - Present
VisionCor October 2010 - February 2011
Columbia College, St. Louis April 2010 - October 2010
Ameriprise Financial May 2007 - August 2008
Jefferson College August 2003 - May 2007
Schnuck Markets, Inc. June 2003 - May 2007
Colonial Mutual Funds April 1995 - July 1997
A.G. Edwards 1981 - 1989
Skills
Lotus Notes, Microsoft Office, Public Speaking, Training, Workshop Facilitation, Leadership Development, Coaching, Organizational..., Staff Development, Leadership, Performance Management, Customer Service, E-Learning, PowerPoint, Program Management, Strategic Planning, Team Building
Education
Illinois State University 1979 — 1980
Master of Science, Communication
Illinois State University 1975 — 1979
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Biogen Idec August 2012 - Present
Biogen Idec November 2009 - August 2012
Biogen February 2005 - November 2009
Biogen March 1999 - February 2005
Biogen June 1998 - March 1999
Tri-Counties Regional Center September 1997 - June 1998
Colonial Mutual Funds October 1993 - June 1997
Liberty Mutual Funds 1993 - 1996
Liberty Financial 1993 - 1996
Skills
Resource Management, Cross-functional Team..., Validation, Strategy, Business Analysis, Infrastructure, Governance, Computer System..., Vendor Management, SDLC, Integration, ITIL, Project Management, Process Improvement, Management, Business Process, IT Management, VMware, Program Management, 21 CFR Part 11, IT Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Business Administration
U.S. Securities & Exchange Commission April 2005 - Present
State Street August 2001 - April 2005
State Street August 2000 - August 2001
State Street April 1998 - August 2000
State Street March 1996 - April 1998
Colonial Mutual Funds October 1995 - March 1996
Skills
Securities Regulation, SEC, FINRA, Investment Advisers Act, Financial Regulation, Securities, Financial Analysis, Financial Services, Investments, Mutual Funds, Fixed Income, Risk Management, Hedge Funds, Equities, Due Diligence, Finance
Education
Boston University 2001 — 2003
MS, Concentration: Financial Economics
New York University - Leonard N. Stern School of Business 1990 — 1995
AA, BS, Liberal Arts, Business
Natixis 1998 - 2003
Colonial mutual funds 1993 - 1998
Skills
Sales Operations, Mutual Funds, Alternative Investments, Employee Benefits, Financial Services, Separately Managed..., Investments, Marketing Strategy, Retirement Planning, Marketing, Sales Management, Sales, Fixed Income, Series 7, Series 6, Securities, Equities
Education
University of Massachusetts Boston 1986 — 1990
Bachelor of Arts (B.A.), Economics
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
MFS Investment Management July 1995 - Present
Massachusetts Financial Services 1995 - Present
MFS Investment Mgmt 1995 - Present
mfs 1995 - 2008
mfs 1995 - 2008
Colonial Mutual Funds July 1993 - July 1995
Worth Magazine 1991 - 1993
worth 1989 - 1993
Fidelity Investments December 1989 - 1991
Crosby Vandenburgh December 1988 - May 1989
Skills
Email Marketing, Marketing Communications, Marketing, Marketing Strategy, Management, Social Media Marketing, Social Media, Integrated Marketing, Digital Marketing, Project Management, Editing
Education
Brandeis University
B.A., English and American Literature
Riverdell
Bank of America November 2004 - Present
Fleet Bank 2001 - 2004
Liberty Funds 1995 - 2001
Colonial Mutual Funds 1988 - 1995
Bain & Company 1985 - 1988
Electronic Data Systems 1982 - 1985
Skills
Change Management, Business Analysis, Vendor Management, Process Improvement, Program Management, Six Sigma, Coaching, Budgeting, Team Building, Leadership, Outsourcing, Strategy, Project Management, Consulting, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Risk Management, SDLC, Budgets
Education
Boston University 1975 — 1979
BA, Biology
Liberty Mutual IT Manager and Vice PresidentDavid L. Babson
Colonial Mutual Funds 1986 - 1987
Putnam Investments 1979 - 1986
Education
Bentley University 1977 — 1979
Bachelor of Science, Computer Systems
.Net certification
Coburn Communications June 1996 - Present
Colonial Mutual Funds 1992 - June 1996
Clarke&Company 1987 - 1992
Skills
Public Relations, Marketing Communications, Media Relations, Marketing Strategy, Advertising, Public Speaking, Copywriting, Press Releases, Strategic Planning, Account Management, Integrated Marketing, Marketing, Newsletters, Google Analytics, Editing
Education
University of Massachusetts Boston 1985 — 1987
BS, Political Science
University of Rochester 1981 — 1983
Clinica Family Health Services 2013 - Present
Gannett 2011 - 2013
Dish Network 1996 - 2011
Colonial Mutual Funds 1995 - 1996
EG&G Technical Services (now part of URS Corporation) 1991 - 1995
Westinghouse Electric Company 1989 - 1991
Skills
Talent Acquisition, Employee Relations, Onboarding, Interviews, Talent Management, Recruiting, Performance Management, Employee Engagement, Human Resources, Employee Benefits, Hiring, Employee Training, HR Policies, Benefits Administration, Technical Recruiting, College Recruiting, Training, Sourcing, Development Of Employees, Compensation & Benefit, Change Management, Recruitment Advertising, Internet Recruiting, Generalist Duties, Workforce Planning, HR Reports, Analytics, Reporting & Analysis, Incentive Programs, Strategic Planning, Customer Service, Organizational..., Building Relationships, Social Networking, Lead Generation, Coaching, Networking
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration - Human Resources Management
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors