Morgan Stanley May 2013 - Jul 2015
Associate Private Banker
Morgan Stanley May 2013 - Jul 2015
Associate Complex Manager
Merrill Lynch Feb 2011 - May 2013
Financial Advisor
Pnc Jul 2003 - Feb 2011
Workplace Banking Business Development Officer and Licensed Banker
Education:
Siena Heights University 2000 - 2006
Bachelors, Bachelor of Science, Social Sciences
Jackson College 1999 - 2000
Skills:
Series 63 Financial Advisory Banking Lines of Credit Fixed Annuities Saving For Education Fixed Income Retirement Planning Loan Origination Portfolio Management Financial Modeling Iras Mortgage Banking Cross Selling Investments Relationship Management Mortgage Lending Finance 401K Investment Advisory Asset Allocation Financial Services Commercial Banking Wealth Management Life Insurance Mutual Funds Equities Investment Strategies Asset Management Credit Consumer Lending Long Term Care Long Term Care Insurance Uniform Combined State 401K Rollovers Coaching Strategic Financial Etfs Term Life Insurance Private Banking Retail Banking Retirement Series 65 Crpc Services Small Business Lending Loans Series 7 Securities Investment Management Residential Mortgages
General Practice Intellectual Property Appeals BT VentureTech Business Methods Engineering and Scientific Fields Information Technology Internet and Technology Law Litigation Nanotechnology Opinions Patent Litigation Patent Services: Counseling, Prosecution and Litigation