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Membre depuis le 10 avril 2013
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I recently obtained a Global MBA from Edhec Business School and prior to that was an Investment Analyst for the Vanguard Group Inc. I am experienced with conducting research, creating educational material, and leading projects. I prepared papers and presentations on such topics as The US debt ceiling and its impact on security markets and Generational Diversity in the Workplace. I led an investment analyst team to revamp its website into a robust tool that is intuitive and user-friendly. I led a team of professionals to establish a process to create client investment material. I also have experience in international markets. I studied in France, South Africa and the UK. I advised a French investment firm on how to enter the UK pension fund market. My strong leadership, research, and communication abilities enable me to creatively present information and lead projects.
$25 USD/hr
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Global MBA Participant

Jan 2012 - Jan 2013 (1 year)

o Consulted and created a strategy for a French investment firm on how to enter the UK Pension Fund Market. o Conducted research and made recommendations to a leading South African winery on how to increase its sales. o Developed and presented a business plan for a specialty music website to a group of international angel investors. o Evaluated investment options through financial analysis of cash flows, cost of capital, and growth projections. o Worked on multi-cultural teams and international proje

Investment Analyst

Oct 2008 - Dec 2011 (3 years)

o Evaluated and made recommendations based off quantitative, allocation, and location factors of investment securities in client portfolios with assets greater than $500,000 and up to $15 million. o Conducted research and prepared educational material on financial and economic topics ranging from the impact of the European debt crisis on client portfolios to the explanation of mutual fund deviation from its benchmark. o Developed and maintained client-friendly investment presentations for financial advis

Leadership Development Candidate

Jul 2007 - Oct 2008 (1 year)

and utilized effective communication skills to successfully complete projects in multiple departments. (a) Retail Service Phones - Discussed investment, mutual fund, and account information with retail clients. (b) Retail Service Operations - Analyzed and made recommendations to reduce the amount of time that phone associates spent off of the phones. New software to better track the associates' time was implemented which helped reduce approximately 400 associates off of phone time. (c) Brokerage Se


Master in Business Administration

2012 - 2013 (1 year)

Bachelor of Science

2003 - 2007 (4 years)


Series 7 and 63 (2007)


Registered representative of a broker-dealer (Stockbroker) in the United States


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