Comerica Asset Management
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Comerica Asset Management Employees
Staffing Industry Analysts 2011 - Present
Maxim Integrated Products 2010 - 2011
Olin Business School, Washington University in St. Louis 2008 - 2010
Oracle 2009 - 2009
Comerica Asset Management 2007 - 2008
JSR Micro, Inc. 2002 - 2006
Skills
Microsoft Excel, Data Analysis, Financial Modeling, Forecasting, Analysis, Finance, Market Research, Research, Management Consulting, Financial Analysis, Competitive Analysis, Corporate Finance, Leadership, Management, Valuation, Mergers & Acquisitions
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Accounting
Stanford University
BA, Political Science
Northern Trust November 2013 - Present
Comerica Asset Management February 2007 - November 2013
Coulter Financial Advisors November 1999 - February 2007
Skills
Chartered Financial..., Certified Financial..., Certified Trust and..., Portfolio Management, Asset Allocation, Tactical Asset..., Options Strategies, Investment Management, Economic Research, Investment Strategies, High Net Worth..., Wealth Management..., Investment Advisory, Banking, Strategic Financial..., Bonds, Finance, Wealth Management, Fixed Income, IRAs, Securities, Private Banking, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Investments, ETFs, Trusts
Education
Florida Atlantic University
BBA, Finance
Palm Beach Atlantic University 1994 — 1996
Bachelor of Business Administration, Finance
Old National Wealth Management May 2012 - Present
United Bancorp MI May 2012 - August 2014
Tri-Star Trust Bank May 2010 - May 2012
Jackson Area Estate Planning Council 1990 - May 2012
Comerica Asset Management September 1979 - May 2010
Weatherwax Foundation 2007 - 2010
Meijer Inc January 1973 - January 1979
Skills
Economics, Customer Relations, Equity Research, Account Management, Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Wealth Management, Investment Advisory, Technical Writing, Private Banking, Asset Managment, Fixed Income, Retirement Planning, Finance, Investment Management, Management, Leadership, Banking
Education
CFA Institute 1983 — 1987
Chartered Financial Analyst, finance, investing and portfolio management
Spring Arbor University 1975 — 1979
B A, Business
Spring Arbor University 1975 — 1979
Bachelor of Arts, Business
Liberty Capital Management January 2014 - Present
Comerica Asset Management September 2012 - January 2014
Portfolio Solutions, LLC October 2003 - August 2012
Freedom One Financial Group January 2003 - October 2003
Standish Mellon Asset Management March 2001 - September 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management
Education
University of Detroit Mercy 2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics
College for Financial Planning 2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management
Walsh College 1995 — 1999
BBA, Finance
Brookmont Capital Management July 2007 - Present
Comerica Asset Management May 1996 - May 2007
SunTrust Bank May 2003 - May 2006
AmSouth Bank August 1991 - May 1993
Skills
Investments, Equities, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory, Asset Allocation, Asset Managment, Financial Modeling, Finance
Education
University of Alabama, Manderson Graduate School of Business 1989 — 1991
MBA, International Business Concentration
Huntingdon College 1985 — 1989
B.A., Marketing, History
Citizens Bank May 2015 - Present
PNC Bank October 2012 - May 2015
DTMA 2000 - 2014
Flagstar Bank November 2010 - October 2012
Comerica Bank 2002 - 2010
Comerica Asset Management 2000 - 2002
Munder Capital Management 1998 - 2000
Skills
Mutual Funds, Treasury Management, Cash Management, Securities, Customer Relations, Investments, Banking, Process Improvement, Microsoft Office, Negotiation, Sales Management, Customer Service, Sales, Finance, Loans, Portfolio Management, Payments, Financial Risk, Commercial Banking
Education
University of Michigan 1994 — 1998
BA, Economics
Plymouth-Canton High School
Comerica Asset Management August 2010 - Present
US Trust Company September 1997 - July 2007
Northern Trust Company 1992 - September 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Managment, Investment Management, Investments, Investment Advisory, Investment Strategies, Asset Management, Capital Markets, Risk Management
Education
The London School of Economics and Political Science (LSE)
M.Sc(Econ)
The University of Chicago
MBA, Finance
Old National Wealth Management April 2015 - Present
Wilson, Kemp & Associates, Inc. May 2013 - April 2015
Comerica Asset Management October 2006 - May 2013
Comerica Securities December 1999 - October 2006
Olde Discount Stockbrokers 1997 - 1998
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory
Education
University of Michigan-Dearborn 1997 — 1999
BBA, Accounting and Finance
Comerica Asset Management 1984 - Present
Arthur Andersen & Co. 1981 - 1984
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Fixed Income, Series 7, Equities, Investment Advisory, Asset Management, Banking, CFA, CPA
Education
University of Detroit Mercy 1986 — 1989
MBA, Emphasis in Finance
Michigan State University 1977 — 1981
BA, Accounting
Comerica Asset Management
Skills
Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General