Heather L Tancredi
age ~54
from Pompton Lakes, NJ
- Also known as:
-
- Heather Lynn Tancredi
- Heather L Patterson
- Tancredi Heather
- Phone and address:
-
65 Schuyler Ave, Pompton Falls, NJ 07442
9738395491
Heather Tancredi Phones & Addresses
- 65 Schuyler Ave, Pompton Lakes, NJ 07442 • 9738395491
- Lutherville Timonium, MD
- Kinnelon, NJ
- College Park, MD
- 65 Schuyler Ave, Pompton Lakes, NJ 07442
Work
-
Company:MufgOct 2012 to Oct 2014
-
Position:Vice president at mufg union bank
Education
-
Degree:Master of Business Administration, Masters
-
School / High School:Fordham University1997 to 2000
-
Specialities:Finance
Skills
Investment Banking • Equities • Financial Services • Investments • Portfolio Management • Management • Business Analysis • Asset Management • Mutual Funds • Project Management • Banking • Series 7 • Sdlc • Capital Markets • Analysis • Financial Modeling • Strategy • Relationship Management • Leadership • Vendor Management • Financial Planning • Financial Analysis • Valuation • Securities • Wealth Management • Equity Research • Pmo • Strategic Financial Planning • Series 63 • Investment Strategies • Business Development • Financial Markets • Team Management • Project Portfolio Management • Investment Management • Insurance • Investment Advisory • Asset Allocation • Corporate Finance • Finra • Equity Valuation • Market Data • Wealth Management Services • Portfolio Optimization • Scaled Agile Framework
Languages
English
Emails
Industries
Financial Services
Resumes
Svp, Business Strategy And Initiatives Manager
view sourceLocation:
65 Schuyler Ave, Pompton Lakes, NJ 07442
Industry:
Financial Services
Work:
Mufg Oct 2012 - Oct 2014
Vice President at Mufg Union Bank
Bank of America Oct 2012 - Oct 2014
Svp, Business Strategy and Initiatives Manager
Morgan Stanley Feb 2005 - Apr 2012
Assistant Vice President
Axa Advisors Oct 2003 - Feb 2005
Financial Advisor
Dean Witter Reynolds Inc. Jun 1995 - Feb 2003
Assistant Vice President, Analyst
Vice President at Mufg Union Bank
Bank of America Oct 2012 - Oct 2014
Svp, Business Strategy and Initiatives Manager
Morgan Stanley Feb 2005 - Apr 2012
Assistant Vice President
Axa Advisors Oct 2003 - Feb 2005
Financial Advisor
Dean Witter Reynolds Inc. Jun 1995 - Feb 2003
Assistant Vice President, Analyst
Education:
Fordham University 1997 - 2000
Master of Business Administration, Masters, Finance University of Maryland 1988 - 1992
Bachelors, Bachelor of Arts, Economics The George Washington University
Master of Business Administration, Masters, Finance University of Maryland 1988 - 1992
Bachelors, Bachelor of Arts, Economics The George Washington University
Skills:
Investment Banking
Equities
Financial Services
Investments
Portfolio Management
Management
Business Analysis
Asset Management
Mutual Funds
Project Management
Banking
Series 7
Sdlc
Capital Markets
Analysis
Financial Modeling
Strategy
Relationship Management
Leadership
Vendor Management
Financial Planning
Financial Analysis
Valuation
Securities
Wealth Management
Equity Research
Pmo
Strategic Financial Planning
Series 63
Investment Strategies
Business Development
Financial Markets
Team Management
Project Portfolio Management
Investment Management
Insurance
Investment Advisory
Asset Allocation
Corporate Finance
Finra
Equity Valuation
Market Data
Wealth Management Services
Portfolio Optimization
Scaled Agile Framework
Equities
Financial Services
Investments
Portfolio Management
Management
Business Analysis
Asset Management
Mutual Funds
Project Management
Banking
Series 7
Sdlc
Capital Markets
Analysis
Financial Modeling
Strategy
Relationship Management
Leadership
Vendor Management
Financial Planning
Financial Analysis
Valuation
Securities
Wealth Management
Equity Research
Pmo
Strategic Financial Planning
Series 63
Investment Strategies
Business Development
Financial Markets
Team Management
Project Portfolio Management
Investment Management
Insurance
Investment Advisory
Asset Allocation
Corporate Finance
Finra
Equity Valuation
Market Data
Wealth Management Services
Portfolio Optimization
Scaled Agile Framework
Languages:
English
Youtube
Classmates
Heather Tancredi (Nelson)
view sourceSchools:
Benjamin Franklin Elementary School Cleveland OH 1986-1988
Community:
Alphonso Bumpus
Heather Tancredi (Gross)
view sourceSchools:
Academy of St. Joseph Brentwood NY 1991-1995
Community:
Silvana Buglino, Chritsine Bennettson, Tara Downey, Jayne Szczepanski, Kathleen Cunningham, Amanda Dahl, Lauren Posluszny, John Hotaling, Deanne Spence, Harry Coughlan
Heather Raab Tancredi
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Heather Gross Tancredi
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Heather Tancredi
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Heather Tancredi
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Heather Tancredi s
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Heather Tancredi Cookevi...
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Get Report for Heather L Tancredi from Pompton Lakes, NJ, age ~54