Sage Advisory
Arthur C. has extensive work experience in the financial industry. Arthur started their career as an intern at UBS in 2001. In 2003, they joined Invesco Ltd. as an Internal Wholesaler, where they worked until 2010. During their time at Invesco, they gained valuable experience in sales and client relations. In 2010, Arthur joined Sage Advisory as a Regional Director, responsible for business development in the Northeast region. Arthur then progressed within the company, taking on roles such as Vice President, Consultant & Client Relations - Northeast, where they promoted Sage's institutional services to clients seeking risk-managed portfolios. In their most recent role at Sage Advisory, Arthur served as Vice President - National Accounts.
Arthur C. attended the University of Houston, C.T. Bauer College of Business from 1996 to 2002, where they pursued a Bachelor of Business Administration (BBA) degree. Arthur'sfield of study included Finance and Russian. Additionally, they obtained certifications in Series 66 and Series 7 from the Financial Industry Regulatory Authority (FINRA) at some point, although the specific months and years of obtaining these certifications are not provided.