Skills

Financial modeling and analysis

Negotiating with capital sources

Market surveys

Qualifications

Registered investment advisor representative

Passed Series 7 and Series 66 examinations

Bachelors' degree in business and economics

Skills

Industrial sales and marketing

Corporate finance

Qualifications

Registered investment advisor and accountant

Passed Series 7 and Series 66 examinations

Passed Certified Management Accountant Exam

Bachelors of Science Degree in Finance, 2009, graduated Summa Cum Laude