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| Gender: |
Male |
| Age: |
40 |
| Connection: |
| No connection |
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| Professional Area: |
Technology |
| Educational Level: |
Some College |
| Job Title: |
Software Product Manager |
| Company: |
MedAssets (Xactimed) |
| Company Website: |
www.xactimed.com |
| Previous Companies: |
Radiant Systems, Lucido's Body Shop, Inc. |
| Areas of Expertise: |
Revenue Cycle and Supply Chain Mgmt; Loyalty & Mrkting |
| My Favorite Stocks: |
HOG, XOM, DRI, GIS, ILF |
| Industries Of Interest: |
Alternative Energy, Basic Materials, Computer Software, Financial Services, Healthcare, Oil Refining - Petroleum - Drilling, Precious Metals, Retail, Services, Technology, Utilities |
| Investment Objective: |
Growth |
| My Risk Profile: |
Average |
| Level of investment knowledge: |
Average |
| Investment Horizon: |
21 - 30 years |
| What best describes your investment situation?: |
Growth is more important but security of capital is still a factor. I am willing to accept risk for potential higher returns over time. |
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I feel better informed about investing than my average co-worker. Other areas of interest I would like to learn about are decisons that effect my benefits selections (HSA, FSA, 401(k), 529 Plans, wellness programs, etc.) and Real Estate investing. |
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