Resumes
Resumes
Location:
Leawood, KS
Industry:
Investment Management
Work:
Wells Fargo 1998 - 2006
Vice President and Portfolio Manager, Co-Manager Core Equity
First National Bank of Omaha 1989 - 1998
Senior Vice President and Chair of Equity Selection
Kirkpatrick Pettis Smith Polian 1979 - 1989
Vice President and Director of Equity Research
Tower Wealth Managers 1979 - 1989
Senior Vice President and Portfolio Manager
Vice President and Portfolio Manager, Co-Manager Core Equity
First National Bank of Omaha 1989 - 1998
Senior Vice President and Chair of Equity Selection
Kirkpatrick Pettis Smith Polian 1979 - 1989
Vice President and Director of Equity Research
Tower Wealth Managers 1979 - 1989
Senior Vice President and Portfolio Manager
Education:
University of Nebraska at Omaha 1980 - 1983
Master of Business Administration, Masters, Finance University of Nebraska - Lincoln 1973 - 1978
Bachelors, Bachelor of Science, Business Administration, Accounting
Master of Business Administration, Masters, Finance University of Nebraska - Lincoln 1973 - 1978
Bachelors, Bachelor of Science, Business Administration, Accounting
Skills:
Chartered Financial Analyst
Portfolio Management
Asset Allocation
Investment Management
Investments
Equities
Asset Management
Equity Research
Fixed Income
Analysis
Wealth Management
Portfolio Management
Asset Allocation
Investment Management
Investments
Equities
Asset Management
Equity Research
Fixed Income
Analysis
Wealth Management