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One of the owners of (615) 757-3033 is between 40-50 years old. We have records for 9 possible previous addresses for the owner, 19 other possible phone numbers, and 7 possible related persons connected to this individual.
Portfolio Strategist at Thomas J. Herzfeld Advisors, Inc. (Since 2018)
Founder at Kx3 Capital (Since 2016)
Investment Specialist at Aviva Investors (2016-2018)
Investment Advisor, Head of Liquid Alternatives Research at Ballentine Partners, Llc (2012-2016)
Investment Analyst and Advisor, Head of Liquid Alternatives Research at Mill Street Investment Management/Ballentine Partners (Since 2012)
Strategic Market Analyst iii at Banco Santander (2011-2012)
Advisory Resource Group Co-Op at Mfs Investment Management (2010-2011)
Finance Intern at Metlife Investors (2008-2009)
Managing Director at Bedford Lending Corporation (2007-2010)
Education
Bachelor of Science, Finance from Bentley University (2008-2011)
Rochester Institute of Technology (2006-2008)
Chs
Concord Senior High School
Placement Year as Part of University Course. Focused on Quantitative Analysis in Polticial Science. Conceived and Executed Original Research Questions and Designs.
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