Guildford, Surrey, United Kingdom
PhD Researcher in Finance at University of Surrey
Research
Education
University of Surrey 2014 — 2017
Doctor of Philosophy (PhD), Corporate Finance
The University of Edinburgh 2004 — 2005
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2000 — 2002
Bachelor of Science, Business
Dixie State University 1998 — 2000
Associates, Business
Experience
University of Surrey January 2014 - Present
Wealth Management June 2009 - December 2013
Soltis Investment Advisors 2006 - June 2009
Merrill Lynch 2002 - 2004
Skills
Retirement, High Net Worth..., Series 63, Private Wealth..., Investment Advisory, Investment Strategies, SAS Programming, Investment Management, 401k, Wealth Management, Mergers & Acquisitions, Client Services, Financial Planning, Investments, Asset Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Analysis, Alternative Investments, Due Diligence, ERISA, Retirement Income..., Stata, Asset Allocation, Corporate Finance