Oppenheimer & Co. - New York City since May 2012
Equity Research Associate
Citi - New York, NY Jul 2008 - Jul 2011
Equity Research Associate
Smolin Lupin & Co - Fairfield, NJ Sep 2005 - Jul 2008
Accountant/Auditor
Education:
Villanova University 2001 - 2005
Bachelor of Science, Accounting
Villanova University 2001 - 2005
Bachelor of Science, Management Information Systems (MIS)
Skills:
Microsoft Office Factset Bloomberg Haver Equities Equity Research
Oppenheimer & Co. - New York City since May 2012
Equity Research Associate
Citi - New York, NY Jul 2008 - Jul 2011
Equity Research Associate
Smolin Lupin & Co - Fairfield, NJ Sep 2005 - Jul 2008
Accountant/Auditor
Education:
Villanova University 2001 - 2005
Bachelor of Science, Accounting
Villanova University 2001 - 2005
Bachelor of Science, Management Information Systems (MIS)
Skills:
Financial Analysis Financial Modeling Valuation Accounting Finance Equity Research Equities Bloomberg Equity Valuation Research Microsoft Excel Microsoft Office Hedge Funds Due Diligence Securities Haver Factset Investments Capital Markets Microsoft Word Mergers and Acquisitions
Interests:
Health
Languages:
English
Certifications:
Series 63, 7, 86 & 87 Cpa Former Series 63, 7, 86 & 87
Oppenheimer New York, NY Apr 2012 to Oct 2013 Equity Research AssociateCiti New York, NY Jul 2008 to Jul 2011 Equity Research AssociateSmolin, Lupin, & Co. P.A. Fairfield, NJ Sep 2005 to Jul 2008 Accountant/Auditor
Education:
Rutgers University Newark, NJ 2014 to 2016 MBA in Finance and StrategyVillanova University Villanova, PA 2001 to 2005 BS in AccountingVillanova University Villanova, PA 2001 to 2005 BS in Management Information Systems
Skills:
Proficient in Excel, Word, PowerPoint, and FactSet. Experience with Haver and Bloomberg.