Short
Senior Vice President, Client Relationship Manager
- Role
- Senior Vice President Client Relationship Manager at First Trust
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President Client Relationship Manager
Feb 1998 — Present
Education
University of Illinois Urbana-Champaign
Bachelor of Science (BS)
1990 — 1994
Skills
- Series 63
- Mutual Funds
- Uniform Combined State Law
- Series 7
- Practice Management
- Unit Investment Trusts
- Etfs
- Variable Annuities
- Series 65
- Structured Products
- Alternative Investments
- Separately Managed Accounts
- Public Speaking
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