J. T. Burke

Plus aucun poste en cours

Profil

As an Administrative Associate JT's responsibilities include order processing, trade settlement, portfolio administration, and performance reporting.
He is also directly involved with NYSE, NASD and MSRB regulatory compliance.
JT's work carries great responsibility as it comprises the core functions relied upon by the portfolio management team.
Additionally, JT is the Secretary for the Golden Gate Fund.
BACKGROUND, EDUCATION AND PROFESSIONAL QUALIFICATIONS: JT joined Collins & Company in 2000.
Prior to this, his work experience included a teller position at Wells Fargo Bank and inventory management position for a local retailer.
In 1996, JT received his Bachelor of Science degree in Psychology with an emphasis in Biology from the University of California, Davis.
He currently holds the professional designations of Registered Investment Adviser and General Securities Representative.
JT lives in San Rafael with his wife Sarah, a Landscape Architect.
Away from the office he enjoys reading, singing, playing guitar, riding his bicycle, and eating good food.
He is also a champion of the 80's hit game show, STARCADE!

Anciens postes connus de J. T. Burke

Sociétés	Poste	Fin
Relevant Wealth Advisors LLC	Membre du Comité d'Investissement	31/12/2006