Portfolio Solutions, LLC
Industry: Company
DescriptionFounded: 1999 Subsidiary: Grant Williams, L.P. People also search for: Planning Alternatives, Ltd.,
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Portfolio Solutions, LLC Employees
Employee
Years
Job
Industry
Kelsey Collister Kelsey Collister's Portfolio Solutions, LLC Experience August 2013 - February 2015
Job Content Strategist & Writer
Industry Marketing and Advertising
Experience
Team Detroit March 2015 - August 2015
Portfolio Solutions, LLC August 2013 - February 2015
Leo Burnett Arc July 2012 - May 2013
echogravity June 2012 - July 2012
echogravity September 2011 - May 2012
VSA Partners May 2011 - July 2011
Chicago Tribune Media Group January 2011 - April 2011
Cision August 2010 - January 2011
Evanston Now May 2010 - September 2010
Skills
Content Strategy, Copywriting, Blogging, Social Media Marketing, Social Media, Content Marketing, Integrated Marketing, Digital Marketing, Public Relations, Advertising, Content Development, CMS, Content Management, Creative Direction, Journalism, Editorial, SEO, Creative Strategy, User Experience, New Media, Marketing Strategy, Social Media Strategist, WordPress, Editorial Calendars, Taxonomy, Branded Content, Strategic Content..., Content Creation, Writing Skills, Experience Design, Web Content Management, XML, HTML, Mobile Content, Usability Testing, Process Improvement, InDesign, Creative Problem Solving, Brand Communication, Digital Branding, Internet Troubleshooting, Web Development, Software Quality..., Front-end Coding
Education
Loyola University of Chicago 2008 — 2012
Bachelor's degree, Advertising and Public Relations
Team Detroit March 2015 - August 2015
Portfolio Solutions, LLC August 2013 - February 2015
Leo Burnett Arc July 2012 - May 2013
echogravity June 2012 - July 2012
echogravity September 2011 - May 2012
VSA Partners May 2011 - July 2011
Chicago Tribune Media Group January 2011 - April 2011
Cision August 2010 - January 2011
Evanston Now May 2010 - September 2010
Skills
Content Strategy, Copywriting, Blogging, Social Media Marketing, Social Media, Content Marketing, Integrated Marketing, Digital Marketing, Public Relations, Advertising, Content Development, CMS, Content Management, Creative Direction, Journalism, Editorial, SEO, Creative Strategy, User Experience, New Media, Marketing Strategy, Social Media Strategist, WordPress, Editorial Calendars, Taxonomy, Branded Content, Strategic Content..., Content Creation, Writing Skills, Experience Design, Web Content Management, XML, HTML, Mobile Content, Usability Testing, Process Improvement, InDesign, Creative Problem Solving, Brand Communication, Digital Branding, Internet Troubleshooting, Web Development, Software Quality..., Front-end Coding
Education
Loyola University of Chicago 2008 — 2012
Bachelor's degree, Advertising and Public Relations
Brittany Pervez Brittany Pervez's Portfolio Solutions, LLC Experience November 2013 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Portfolio Solutions, LLC November 2013 - Present
PURE salon & day spa July 2012 - November 2013
Beaumont Health System January 2012 - April 2012
Providence Hospital January 2012 - April 2012
Sonic Automotive February 2009 - April 2010
Sonic Automotive January 2008 - February 2009
Skills
Management, Event Planning, Business Development, Customer Service, Brides, Event Management, Teamwork, Data Entry, Office Administration, Automotive, Training, Weddings, Leadership, Customer Retention, Sales, Outlook, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, PowerPoint
Education
Oakland Community College 2010 — 2012
Associate of Liberal Arts, Health Care, 3.5
Portfolio Solutions, LLC November 2013 - Present
PURE salon & day spa July 2012 - November 2013
Beaumont Health System January 2012 - April 2012
Providence Hospital January 2012 - April 2012
Sonic Automotive February 2009 - April 2010
Sonic Automotive January 2008 - February 2009
Skills
Management, Event Planning, Business Development, Customer Service, Brides, Event Management, Teamwork, Data Entry, Office Administration, Automotive, Training, Weddings, Leadership, Customer Retention, Sales, Outlook, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, PowerPoint
Education
Oakland Community College 2010 — 2012
Associate of Liberal Arts, Health Care, 3.5
Nina Marie Rambo Nina Marie Rambo's Portfolio Solutions, LLC Experience January 2010 - Present
Job Owner at Nina Marie Photography
Industry Marketing and Advertising
Experience
Nina Marie Photography August 2012 - Present
Portfolio Solutions, LLC January 2010 - Present
Nina Marie Photography 2008 - Present
Nina Marie Photography 2008 - Present
Filtre studio May 2013 - August 2013
Alter Inc. May 2013 - August 2013
Skills
Photoshop, Illustrator, Studio Photography, Digital Photography, Photography, Portrait Photography, Fine Art Photography, Commercial Photography, High-end Retouching, Image Compositing, Commercial Product..., Advertising, Digital Compositing, Compositing, Image Editing, Photography Studio, Image Manipulation, Digital Image Processing, Digital Printing, Web Design, Logo Design, Graphic Design, Travel Photography, Studio Lighting, Mac, Adobe Creative Suite
Education
Andrews University 2011 — 2014
Bachelor of Fine Arts (BFA), Photography, Web Design
The Maryland Institute College of Art 2010 — 2011
Bachelor of Fine Arts (BFA), Photography
Nina Marie Photography August 2012 - Present
Portfolio Solutions, LLC January 2010 - Present
Nina Marie Photography 2008 - Present
Nina Marie Photography 2008 - Present
Filtre studio May 2013 - August 2013
Alter Inc. May 2013 - August 2013
Skills
Photoshop, Illustrator, Studio Photography, Digital Photography, Photography, Portrait Photography, Fine Art Photography, Commercial Photography, High-end Retouching, Image Compositing, Commercial Product..., Advertising, Digital Compositing, Compositing, Image Editing, Photography Studio, Image Manipulation, Digital Image Processing, Digital Printing, Web Design, Logo Design, Graphic Design, Travel Photography, Studio Lighting, Mac, Adobe Creative Suite
Education
Andrews University 2011 — 2014
Bachelor of Fine Arts (BFA), Photography, Web Design
The Maryland Institute College of Art 2010 — 2011
Bachelor of Fine Arts (BFA), Photography
Brett R. Bayliss, CRPC® Brett R. Bayliss, CRPC®'s Portfolio Solutions, LLC Experience September 2012 - October 2014
Job Investment Strategist
Industry Financial Services
Experience
Comerica Bank March 2015 - Present
Portfolio Solutions, LLC September 2012 - October 2014
Freedom One Investment Advisors July 2011 - September 2012
JPMorgan November 2009 - July 2011
CIG Corp. June 2006 - November 2009
Franklin Templeton Group 2005 - 2006
Skills
Mutual Funds, Asset Allocation, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Securities, Finance, Asset Management, Investment Management, Retirement Planning, Investment Strategies, Equities, ETFs, Morningstar, Wealth Management, Trading, Investment Advisory, Capital Markets, Valuation, Risk Management, Equity Research, Financial Planning, Microsoft Office Suite, Financial Analysis, Financial Services, Bonds, Financial Advisory, Albridge Solutions..., Analysis, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Options, Financial Risk, Bloomberg, Hedge Funds
Education
Oakland University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General Business, 3.23; Departmental Honors.
CFA Institute
Investments and Securities, Passed Level I of the Chartered Financial Analyst Examination
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, Financial Planning and Services, TBD
Comerica Bank March 2015 - Present
Portfolio Solutions, LLC September 2012 - October 2014
Freedom One Investment Advisors July 2011 - September 2012
JPMorgan November 2009 - July 2011
CIG Corp. June 2006 - November 2009
Franklin Templeton Group 2005 - 2006
Skills
Mutual Funds, Asset Allocation, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Securities, Finance, Asset Management, Investment Management, Retirement Planning, Investment Strategies, Equities, ETFs, Morningstar, Wealth Management, Trading, Investment Advisory, Capital Markets, Valuation, Risk Management, Equity Research, Financial Planning, Microsoft Office Suite, Financial Analysis, Financial Services, Bonds, Financial Advisory, Albridge Solutions..., Analysis, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Options, Financial Risk, Bloomberg, Hedge Funds
Education
Oakland University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General Business, 3.23; Departmental Honors.
CFA Institute
Investments and Securities, Passed Level I of the Chartered Financial Analyst Examination
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, Financial Planning and Services, TBD
Anthony Watson, CFA Anthony Watson, CFA's Portfolio Solutions, LLC Experience 2012 - Present
Job Chief Investment Officer at Portfolio Solutions, LLC
Industry Financial Services
Experience
Portfolio Solutions, LLC 2012 - Present
J.P. Morgan Private Bank 2009 - 2012
ArvinMeritor 2006 - 2009
Charter One Bank 2004 - 2005
National City Bank 2001 - 2004
Old Kent Bank 1999 - 2001
Old Kent Bank 1997 - 1999
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Loans, Financial Planning, Credit, Business Development, Financial Modeling, Financial Risk, Strategic Leadership, Team Leadership, Equities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Investments
Walsh College
BBA, Finance
Portfolio Solutions, LLC 2012 - Present
J.P. Morgan Private Bank 2009 - 2012
ArvinMeritor 2006 - 2009
Charter One Bank 2004 - 2005
National City Bank 2001 - 2004
Old Kent Bank 1999 - 2001
Old Kent Bank 1997 - 1999
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Loans, Financial Planning, Credit, Business Development, Financial Modeling, Financial Risk, Strategic Leadership, Team Leadership, Equities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Investments
Walsh College
BBA, Finance
James S. Gladney's Portfolio Solutions, LLC Experience February 2015 - Present
Job Experienced Private Equity Investor and Venture Capitalist
Industry Venture Capital & Private Equity
Experience
Liberty Capital Partners June 1994 - Present
Portfolio Solutions, LLC February 2015 - Present
rentBits January 2008 - Present
Legatus January 2009 - February 2015
Portsmouth Abbey School January 2008 - June 2011
GCA Services Group 2003 - 2006
Park Avenue Equity Partners 2003 - 2005
All Seasons Services, Inc. 1997 - 2003
Liberty Capital Partners, Inc. 1994 - 1997
Federal Investment Co., Inc. 1986 - 1994
Skills
Negotiation, Public Relations, Credit, Mergers, Private Equity, Venture Capital, Strategic Planning, Real Estate Development, Corporate Advisory, Corporate Finance, Franchising, Business Planning, Start-ups, Sales, Business Strategy, Business Development, Executive Management, Finance, Entrepreneurship, Mergers & Acquisitions, Investments, New Business Development, Financial Modeling, Management, Leadership, Portfolio Management, Real Estate, Due Diligence, Valuation, Restructuring, Strategic Partnerships, Corporate Development, Strategic Financial..., Strategy, Enterprise Software, Acquisitions, Angel Investing, Asset Management, Financial Services, Recapitalizations, Divestitures, Investor Relations, Alternative Investments, Business Valuation, LBO, Capital Structure, Leveraged Finance, Financial Planning, Financial Analysis, Marketing Strategy
Education
University of Rhode Island - College of Business Administration 1981 — 1985
B.S., Finance
Liberty Capital Partners June 1994 - Present
Portfolio Solutions, LLC February 2015 - Present
rentBits January 2008 - Present
Legatus January 2009 - February 2015
Portsmouth Abbey School January 2008 - June 2011
GCA Services Group 2003 - 2006
Park Avenue Equity Partners 2003 - 2005
All Seasons Services, Inc. 1997 - 2003
Liberty Capital Partners, Inc. 1994 - 1997
Federal Investment Co., Inc. 1986 - 1994
Skills
Negotiation, Public Relations, Credit, Mergers, Private Equity, Venture Capital, Strategic Planning, Real Estate Development, Corporate Advisory, Corporate Finance, Franchising, Business Planning, Start-ups, Sales, Business Strategy, Business Development, Executive Management, Finance, Entrepreneurship, Mergers & Acquisitions, Investments, New Business Development, Financial Modeling, Management, Leadership, Portfolio Management, Real Estate, Due Diligence, Valuation, Restructuring, Strategic Partnerships, Corporate Development, Strategic Financial..., Strategy, Enterprise Software, Acquisitions, Angel Investing, Asset Management, Financial Services, Recapitalizations, Divestitures, Investor Relations, Alternative Investments, Business Valuation, LBO, Capital Structure, Leveraged Finance, Financial Planning, Financial Analysis, Marketing Strategy
Education
University of Rhode Island - College of Business Administration 1981 — 1985
B.S., Finance
Robert Squier Robert Squier's Portfolio Solutions, LLC Experience May 2008 - Present
Job Children's Book Illustrator
Industry Fine Art
Experience
Portfolio Solutions LLC May 2008 - Present
Harbour Light Strategic Marketing September 2001 - Present
Skills
Illustration, Children's Books, Photoshop, Digital Painting, Illustrator, Graphic Design, Logo Design, Graphics, Art Direction, Vector Illustration, Creative Direction, Digital Media, Web Design, Books, Marketing Strategy, Adobe Creative Suite, Publishing, Cover Art, Book Illustration, Digital Art, Book Covers, Digital Illustration, Marketing
Education
Maine College of Art
Portfolio Solutions LLC May 2008 - Present
Harbour Light Strategic Marketing September 2001 - Present
Skills
Illustration, Children's Books, Photoshop, Digital Painting, Illustrator, Graphic Design, Logo Design, Graphics, Art Direction, Vector Illustration, Creative Direction, Digital Media, Web Design, Books, Marketing Strategy, Adobe Creative Suite, Publishing, Cover Art, Book Illustration, Digital Art, Book Covers, Digital Illustration, Marketing
Education
Maine College of Art
Brian Dumm's Portfolio Solutions, LLC Experience January 2007 - Present
Job illustrator at portfolio soulutions llc.
Industry Graphic Design
Experience
Portfolio Solutions LLC January 2007 - Present
K-12, University June 2002 - Present
Skills
Art, Illustration, Drawing, Painting, Logo Design, Illustrator, Fine Art, Cartooning, Posters, Acrylic, Photoshop, Adobe Creative Suite, Flyers, Graphics, Digital Art, Watercolor, Mac, Books, Concept Design, Portraits, Photo Editing, Layout, Digital Illustration, Vector Illustration, Typography, Visual Arts, Comics, Digital Painting, Digital Photography, Oil Painting, Sketching, Photography, Mixed Media, Book Covers, Art Education, Conceptual Art, Acrylic Painting, Contemporary Art, Portrait Painting, Visual Communication
Education
The Pennsylvania State University 1997 — 2002
Bachelor of Arts, Drawing and Painting
Columbus College of Art & Design
Indiana University of Pennsylvania
Master of Arts (M.A.), Drawing and Painting
Saint Francis University
Portfolio Solutions LLC January 2007 - Present
K-12, University June 2002 - Present
Skills
Art, Illustration, Drawing, Painting, Logo Design, Illustrator, Fine Art, Cartooning, Posters, Acrylic, Photoshop, Adobe Creative Suite, Flyers, Graphics, Digital Art, Watercolor, Mac, Books, Concept Design, Portraits, Photo Editing, Layout, Digital Illustration, Vector Illustration, Typography, Visual Arts, Comics, Digital Painting, Digital Photography, Oil Painting, Sketching, Photography, Mixed Media, Book Covers, Art Education, Conceptual Art, Acrylic Painting, Contemporary Art, Portrait Painting, Visual Communication
Education
The Pennsylvania State University 1997 — 2002
Bachelor of Arts, Drawing and Painting
Columbus College of Art & Design
Indiana University of Pennsylvania
Master of Arts (M.A.), Drawing and Painting
Saint Francis University
Rick Ferri, CFA's Portfolio Solutions, LLC Experience July 1999 - Present
Job Founding Partner, Director of Research and Investing: Portfolio Solutions, LLC
Industry Financial Services
Experience
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
Aubrey Rhodes Aubrey Rhodes's Portfolio Solutions, LLC Experience November 2012 - Present
Job Director of Training & Human Resources at Portfolio Solutions, LLC
Industry Investment Management
Experience
Portfolio Solutions, LLC November 2012 - Present
Portfolio Solutions, LLC August 2011 - November 2012
Portfolio Solutions, LLC June 2006 - August 2011
Skills
Customer Service, New Business Development, Human Resources, Training, Management, Asset Allocation, Employee Relations, Microsoft Office
Education
Oakland University 2009 — 2011
Master of Business Administration (MBA)
Walsh College of Accountancy and Business Administration 2005 — 2006
Bachelor of Business Administration (BBA), Finance, General
Portfolio Solutions, LLC November 2012 - Present
Portfolio Solutions, LLC August 2011 - November 2012
Portfolio Solutions, LLC June 2006 - August 2011
Skills
Customer Service, New Business Development, Human Resources, Training, Management, Asset Allocation, Employee Relations, Microsoft Office
Education
Oakland University 2009 — 2011
Master of Business Administration (MBA)
Walsh College of Accountancy and Business Administration 2005 — 2006
Bachelor of Business Administration (BBA), Finance, General
Ken Carbaugh Ken Carbaugh's Portfolio Solutions, LLC Experience October 2003 - August 2012
Job Portfolio Manager at Liberty Capital Management
Industry Investment Management
Experience
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
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
Eyleen S Hawkins Eyleen S Hawkins's Portfolio Solutions, LLC Experience September 2010 - December 2010
Job Attorney
Industry Law Practice
Experience
Epiq Systems September 2014 - October 2014
Advanced Discovery, Plante Moran, Hudson Legal, Axiom 2009 - 2014
QuisLex, Axiom January 2012 - January 2013
Portfolio Solutions, LLC September 2010 - December 2010
Zen Soccer Academy January 2007 - August 2010
Unified Technology Partners January 2001 - August 2005
Bally Total Fitness February 2000 - December 2000
LexisNexis UK January 1999 - January 2000
Amanquah Hawkins December 1994 - July 1997
Hilton Hotels Worldwide January 1990 - August 1992
Skills
Litigation, Legal Writing, Litigation Support, Document Review, Sales, Trademark Infringement, Corporate Law, Family Law
Education
Pace University
Doctor of Law (JD), Environmental Law
SUNY Albany
Bachelor of Arts (B.A.), Communication and Media Studies
Epiq Systems September 2014 - October 2014
Advanced Discovery, Plante Moran, Hudson Legal, Axiom 2009 - 2014
QuisLex, Axiom January 2012 - January 2013
Portfolio Solutions, LLC September 2010 - December 2010
Zen Soccer Academy January 2007 - August 2010
Unified Technology Partners January 2001 - August 2005
Bally Total Fitness February 2000 - December 2000
LexisNexis UK January 1999 - January 2000
Amanquah Hawkins December 1994 - July 1997
Hilton Hotels Worldwide January 1990 - August 1992
Skills
Litigation, Legal Writing, Litigation Support, Document Review, Sales, Trademark Infringement, Corporate Law, Family Law
Education
Pace University
Doctor of Law (JD), Environmental Law
SUNY Albany
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Palazzolo, CFP®'s Portfolio Solutions, LLC Experience July 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ | Financial Advisor | Investment Advisor | Awardwinner for Quality & Compliance
Industry Investment Management
Experience
Portfolio Solutions, LLC July 2011 - Present
GreenPath Debt Solutions March 2007 - July 2011
Ford Motor Company November 2003 - March 2007
US Army TACOM July 2001 - April 2003
General Motors - OnStar May 2000 - June 2001
General Dynamics Land Systems July 1996 - May 2000
Oakland University - US ARMY TACOM May 1994 - June 1996
Skills
Financial Planning, Financial Advising, Asset Management, Asset Allocation, Wealth Management, Financial Plan..., Financial Goal Setting, Investment Strategy, Retirement Planning, Tax Planning, Tax Reduction, Debt Reduction, Investments, Mutual Funds, Personal Finance, Budget Development, ETFs, Telephone Skills, Portfolio Management, Investment Management, Finance, Strategic Financial..., Customer Service, Investment Advisory, Financial Analysis, MoneyGuidePro, Cheshire Wealth Manager
Education
Oakland University 2008 — 2009
Certificate, Personal Financial Planning
Oakland University 1992 — 1996
Master of Science, Computer Science and Engineering
Oakland University 1988 — 1992
Bachelor of Science, Computer Science, Management Minor
Portfolio Solutions, LLC July 2011 - Present
GreenPath Debt Solutions March 2007 - July 2011
Ford Motor Company November 2003 - March 2007
US Army TACOM July 2001 - April 2003
General Motors - OnStar May 2000 - June 2001
General Dynamics Land Systems July 1996 - May 2000
Oakland University - US ARMY TACOM May 1994 - June 1996
Skills
Financial Planning, Financial Advising, Asset Management, Asset Allocation, Wealth Management, Financial Plan..., Financial Goal Setting, Investment Strategy, Retirement Planning, Tax Planning, Tax Reduction, Debt Reduction, Investments, Mutual Funds, Personal Finance, Budget Development, ETFs, Telephone Skills, Portfolio Management, Investment Management, Finance, Strategic Financial..., Customer Service, Investment Advisory, Financial Analysis, MoneyGuidePro, Cheshire Wealth Manager
Education
Oakland University 2008 — 2009
Certificate, Personal Financial Planning
Oakland University 1992 — 1996
Master of Science, Computer Science and Engineering
Oakland University 1988 — 1992
Bachelor of Science, Computer Science, Management Minor
Laura Armstrong, CFA, CFP®'s Portfolio Solutions, LLC Experience September 2012 - December 2014
Job Chief Administrative Officer at Comerica Bank
Industry Financial Services
Experience
Comerica Bank December 2014 - Present
Portfolio Solutions, LLC September 2012 - December 2014
Telemus Capital Partners December 2006 - September 2012
Paul Stein Group / Northwestern Mutual July 2006 - December 2006
C. Curtis & Associates July 2003 - May 2006
H&R Block December 2004 - April 2006
Skills
Portfolio Management, Asset Allocation, Investments, Trading, Financial Modeling, Tamarac, Investment Advisory, Asset Management, GIPS, Asset Managment, Brokerage, RIA, Project Management, Series 63, Life Insurance, Junxure, Salesforce.com, ACT!, Customer Service, MoneyGuidePro, Finance, Equities, Mutual Funds
Education
University of Michigan 2007 — 2009
Master of Business Administration (M.B.A.)
Eastern Michigan University 1998 — 2002
Bachelor of Business Administration, Business Management
Woodhaven High School 1994 — 1998
Comerica Bank December 2014 - Present
Portfolio Solutions, LLC September 2012 - December 2014
Telemus Capital Partners December 2006 - September 2012
Paul Stein Group / Northwestern Mutual July 2006 - December 2006
C. Curtis & Associates July 2003 - May 2006
H&R Block December 2004 - April 2006
Skills
Portfolio Management, Asset Allocation, Investments, Trading, Financial Modeling, Tamarac, Investment Advisory, Asset Management, GIPS, Asset Managment, Brokerage, RIA, Project Management, Series 63, Life Insurance, Junxure, Salesforce.com, ACT!, Customer Service, MoneyGuidePro, Finance, Equities, Mutual Funds
Education
University of Michigan 2007 — 2009
Master of Business Administration (M.B.A.)
Eastern Michigan University 1998 — 2002
Bachelor of Business Administration, Business Management
Woodhaven High School 1994 — 1998
Anne Whipple's Portfolio Solutions, LLC Experience May 2004 - March 2006
Job Operations Manager
Industry Financial Services
Experience
LJPR, LLC September 2012 - Present
LJPR, LLC May 2007 - Present
Portfolio Solutions, LLC May 2004 - March 2006
Wayne State University September 1998 - May 2004
Uniroyal Tire Company May 1983 - June 1990
Education
Oakland University 2008 — 2010
Personal Financial Planning Certificate Program, Certificate received
Baker College Business and Corporate Services
Accounting
Oakland University
BSME, Mechanical Engineering
LJPR, LLC September 2012 - Present
LJPR, LLC May 2007 - Present
Portfolio Solutions, LLC May 2004 - March 2006
Wayne State University September 1998 - May 2004
Uniroyal Tire Company May 1983 - June 1990
Education
Oakland University 2008 — 2010
Personal Financial Planning Certificate Program, Certificate received
Baker College Business and Corporate Services
Accounting
Oakland University
BSME, Mechanical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY