Walsh College
Adjunct Associate Professor
Walsh College
Pearson Quantitative Methods Lab Instuctor
Morgan Stanley
Senior Registered Associate; Business Service Manager
Morgan Stanley Sep 2000 - Jun 2009
Senior Assistant Operations Manager
Standard Brokerage Services/Abn Amro Investment Services Feb 1997 - Aug 2000
Registered Representative
Education:
Northcentral University 2014 - 2018
Doctorates, Doctor of Philosophy, Business Administration, Philosophy, Human Resource Management
Walsh College 2009 - 2014
Master of Business Administration, Masters, Marketing, Human Resources Management
Walsh College 2005 - 2008
Master of Science, Masters, Finance
University of Detroit Mercy 1991 - 1995
Bachelors, Bachelor of Arts, Economics, Political Science, Spanish
Skills:
Finance Strategic Planning Management Wealth Management Investments Training Mutual Funds Financial Analysis Business Coaching Employee Training Strategic Financial Planning Leadership Communication Skills Career Development Coaching Leading Meetings Suitability Analysis Onboarding Quality Management Compliance Managing Processes Operations Management Performance Reviews Approvals P&L Responsibility P&L Analysis Managerial Finance Series 7 Series 24 Series 65 Accounts Payable
Interests:
Volunteering Community Service Business Analytics Management Training New Technologies
Languages:
English Spanish
Certifications:
Series 3 Series 4 Series 7 Series 8 Series 24 Series 27 Series 63 Series 65 Financial Planning Associate