John Caroli

Customer Relations Manager

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Location:

15 Polk Ct, North Potomac, MD 20878

Industry:

Information Technology And Services

Work:

Skills:

Service Delivery
Itil
Integration
It Strategy
Outsourcing
Cloud Computing
Service Management
Solution Architecture
Pmp
Incident Management
Change Management
Soa
Software Project Management
Requirements Analysis
Crm
Business Analysis
Disaster Recovery
Customer Service
Committed To Customer Satisfaction
Process and Tool Integration
Business Process Efficiency
Operational Excellence
Team Leadership

Partner

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Location:

P/O Box 261, Manchester Center, VT

Industry:

Financial Services

Work:

Bc Hydro
Partner
Ubs 1998 - 2009
Senior Portfolio Manager
Robert R Meredith & Co 1996 - 1998
Municpal Bond Trader

Education:

Tufts University 1991 - 1992
Master of Science, Masters, Environmental Engineering Massachusetts Institute of Technology 1990 - 1990

Skills:

Wealth Management
Asset Management
Financial Services
Portfolio Management
Equities
Hedge Funds
Financial Planning
Alternative Investments
Investments
Asset Allocation
Trading
Financial Advisory
Strategic Financial Planning
Fixed Income
Mutual Funds
Options
Securities
Bonds
Estate Planning
Capital Markets
Investment Advisory
Investment Strategies
Financial Markets
Bloomberg
Series 7
Wealth
Derivatives
Private Equity
Fixed Annuities
Variable Annuities
Equity Trading
Equity Research
Series 63
Etfs
Financial Structuring

First Vice President - Investments

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Location:

Rumson, NJ

Industry:

Financial Services

Work:

Education:

John Caroli

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Location:

New York, NY

Skills:

Leadership
Microsoft Office
Microsoft Word
Microsoft Excel
Customer Service