Position:
Portfolio Manager at First National Bank of Omaha, Owner at Acuto Productions, Information Technology Advisor at Devansoy Inc
Work:
First National Bank of Omaha
- Fort Collins, Colorado since Sep 2007
Portfolio Manager
Acuto Productions
- Carroll, IA and Fort Collins, CO since Nov 2002
Owner
Devansoy Inc
- Rock City, IL & Carroll, IA since 1999
Information Technology Advisor
First National Bank Fort Collins
- Fort Collins, Colorado Area Nov 2005 - Sep 2007
Retail Trainer
Carroll County State Bank
- Carroll, IA Dec 2004 - Jul 2005
Personal Banker (Intern)
Carroll Community School District
- Carroll, IA Jan 2005 - May 2005
Assistant Technology Coordinator
Education:
Colorado State University 2005 - 2007
Bachelor of Science, Business Administration: Finance & Real Estate
Harvard Business School 2006 - 2006
SVMP, Summer Venture in Management Program
Iowa State University 2003 - 2005
Skills:
Financial Management, Program Development, Entrepreneurial Endeavors, Excel, Portfolio Management, Bloomberg, Trading, Customer Service, Banking, Risk Management, Strategic Planning, Microsoft Office, Word, Financial Analysis, Public Speaking, Problem Solving, PowerPoint, Access, Financial Modeling, Coaching, Process Improvement, Leadership Development, New Business Development, Business Strategy, Analysis, Business Planning, Compliance, Team Leadership, Investments, Outlook, iPhone, Investment Strategies, Investment Policy, Flight Planning, Performance Attribution, Benchmarks, Entrepreneurship, Start-ups, Small Business, Business Management, Microsoft Excel, Management
Awards:
Eagle Scout
Boy Scouts of America
Eagle Scout is the highest rank attainable in the Boy Scouting program of the Boy Scouts of America (BSA). A Scout who attains this rank is called an Eagle Scout or Eagle. Since its introduction in 1911, the Eagle Scout rank has been earned by more than 2 million young men. The title of Eagle Scout is held for life, thus giving rise to the phrase "Once an Eagle, always an Eagle".
Requirements include earning at least 21 merit badges and demonstrating Scout Spirit through the Boy Scout Oath and Law, service, and leadership. This includes an extensive service project that the Scout plans, organizes, leads, and manages. Eagle Scouts are presented with a medal and a badge that visibly recognizes the accomplishments of the Scout. Additional recognition can be earned through Eagle Palms, awarded for completing additional tenure, leadership, and merit badge requirements.
Certifications:
Level 3 Candidate in CFA Program, Chartered Financial Analyst Institute
Bloomberg Product Certification, Bloomberg
