Resumes
Resumes
West Regional Director
View pageLocation:
1770 Vistazo West St, Belvedere Tiburon, CA 94920
Industry:
Financial Services
Work:
Putnam Investments
Managing Director, Director of West Region
Managing Director, Director of West Region
Education:
Boston University 1988 - 1992
Bachelors, Bachelor of Science, Management, Finance
Bachelors, Bachelor of Science, Management, Finance
Skills:
Separately Managed Accounts
Series 7
Series 63
Mutual Funds
Series 65
Financial Services
Series 6
Alternative Investments
Asset Allocation
Series 24
Sales Management
529 Plans
Cima
Goal Setting
Sma
Mutual Fund Distribution
Series 53
Leadership Development
Team Leadership
Sales Process
Sales Presentations
Operating Budgets
Goal Driven Leader
Management
Wealth Management
Asset Management
Financial Advisory
Investments
Lacrosse
Skiing
Series 7
Series 63
Mutual Funds
Series 65
Financial Services
Series 6
Alternative Investments
Asset Allocation
Series 24
Sales Management
529 Plans
Cima
Goal Setting
Sma
Mutual Fund Distribution
Series 53
Leadership Development
Team Leadership
Sales Process
Sales Presentations
Operating Budgets
Goal Driven Leader
Management
Wealth Management
Asset Management
Financial Advisory
Investments
Lacrosse
Skiing
Interests:
Family
Skiing
Soccer
Physical Fitness
Running
Tennis
Skiing
Soccer
Physical Fitness
Running
Tennis
Certifications:
Certified Investment Management Analyst
Imca
Imca