Spk Advisors Jan 2019 - Aug 2020
Portfolio Management - Family Office
Wells Fargo Advisors Sep 2017 - Jan 2019
Pwm, Analyst
Oppenheimer & Co. Inc. Aug 2015 - Mar 2017
Client Strategy, Institutional Sales and Trading
Education:
Baruch College 2015 - 2016
Bachelors, Bachelor of Business Administration, Real Estate
James Madison University 2011 - 2014
Bachelors, Bachelor of Science, Financial Economics
Skills:
Finance Financial Analysis Excel Pivot Vlookup Marketing Microsoft Office Project Management Investments Leadership Data Analysis Teamwork Time Management Negotiation Microsoft Excel Family Office Venture Capital Financial Modeling Investment Management Portfolio Management Investment Strategies Private Equity Equities Fixed Income Asset Allocation
Interests:
Children Economic Empowerment Real Estate Traveling Environment Poverty Alleviation Tennis Health
Languages:
English
Certifications:
Real Estate Salesperson Fx Essentials Equity Essentials Fixed Income Essentials Commodity Essentials Nys Division of Licensing Services, License 10401252593 Bloomberg Lp Essentials Training Program License 10401252593 Refm Certification In Excel For Real Estate – Level 1 Series 7 Series 66
Mid-Hudson Comprehensive Medical & Diagnostic 2009 - 2010
Administrator and Chiropractor
Hudson Valley Whole Life Center 2009 - 2010
Chiropractor
Spine Center of New York 2004 - 2009
Chiropractor and Co-Owner
Weinstein Exercise 1994 - 1999
Certified Strength and Conditioning Specialist
Education:
Carrick Institute of Graduate Studies 2001 - 2003
Life University 1999 - 2003
Doctorates, Doctor of Chiropractic
Lock Haven University of Pennsylvania 1989 - 1993
Bachelors, Bachelor of Science, Health Science
Lock Haven University
American Student Loan Center Brooklyn, NY Mar 2013 to Dec 2014 ACCOUNT MANAGERThe Home Depot South Setauket, NY Mar 2005 to Aug 2012 LINE MANAGER / CREDIT CARD CAPTAIN
Education:
Stony Brook University Stony Brook, NY 2014 Bachelor of Business Administration in Business Management