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John Simon Guggenheim Memorial Foundation

New York, New York

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National Association of School Psychologists

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Colorado Christian University

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Las Vegas, Nevada

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Anthony Cole Training Group

Cincinnati, Ohio

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Birmingham, Alabama

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Mount Pleasant, South Carolina

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Consumer Banking, Investment Specialist
Responsibilities: Give advice on portfolio issues and meet clients ona regular basis. Recommend tailor-made, individually-optimized, investment portfolio for clients Monitor and oversee portfolio quality Monitor portfolio performance of the business as a whole Provide training to internal staff on portfolio-related matters Give regular presentation to clients Qualifications: University graduate in Finance or related discipline, preferably a CFA holder Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc Strong communication and interpersonal skills Strong analytical skill G


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