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I have been employed in many aspects of financial services in my first 18 years of being in the workforce. I administered and managed 401(k), defined benefit and other forms of retirement plans for firms with assets as large as $150 Million and populations of near 4,000 for over 10 years. My last 8 years I managed the operations of two small boutique High Net Worth investment advisory firms, including portfolio building, monitoring, cash flow management, and securities analysis. I left that business, returned to school and received my Bachelors Degree in financial forensics, which combines aspects of criminal justice and accounting. While in school I became a bookkeeper for a local not for profit and now lead the ...More
  • Description: MBA Student. Trading frequency: Monthly
  • Interests: Developed International Markets, ETFs, Forex, Mutual funds, Stocks - long, Tech stocks
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