Bank of America Merrill Lynch
Vice President: Treasury Sales Officer
Bank of America Merrill Lynch Jun 2017 - Jun 2018
Treasury Sales Associate
Bank of America Merrill Lynch Jul 2015 - Jun 2017
Commercial Support Specialist
Prudential Financial Nov 2011 - Dec 2012
Financial Professional
Bank of America Nov 2011 - Dec 2012
Vice President: Treasury Sales Officer
Education:
Baruch College 2007 - 2011
Bachelors, Bachelor of Business Administration, Marketing
Skills:
Customer Service Microsoft Office Sales Credit Loans Banking Microsoft Excel Financial Analysis
University at Albany, Suny 1986 - 1990
University at Albany, Suny
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Skills:
Series 63 Investments Sales Asset Allocation Relationship Management Finra Retirement Alternative Investments Strategy Series 7 Separately Managed Accounts Defined Benefit Mutual Funds Fixed Annuities Series 6 Wealth Management Crm Banking Financial Services Series 24 401K Retirement Planning Customer Service Salesforce.com Portfolio Management Series 65
RantSports Writer Jan 2014 to 2000SUNY Cortland Senate
Sep 2013 to May 2014SUNY Cortland Senate
Jan 2013 to May 2014SUNY Cortland Economics Club
Sep 2012 to May 2014Silver Gull
May 2012 to Aug 2012 Maintenance SupervisorSugar Shack Breezy Point, NY May 2011 to Aug 2012 ManagerRoxbury Volunteer Fire Department
Nov 2006 to Jul 2012 memberSugar Shack
May 2011 to Aug 2011 Playground Safety DirectorMaintenance - Silver Gull Beach Club Breezy Point, NY May 2010 to Sep 2010Sugar Shack Breezy Point, NY May 2007 to Sep 2010 Counter Person
Education:
State University of New York at Cortland Cortland, NY 2014 Bachelors of Arts in HistorySaint Edmunds Prep High School Brooklyn, NY May 2010SUNY Cortland History