Fifth Avenue Family Office
Portfolio Manager
Fidelity Investments
Financial Consultant
Fidelity Investments Aug 2016 - Aug 2018
Investment Consultant
Fidelity Investments May 2015 - Aug 2016
Relationship Manager
Fidelity Investments Aug 2013 - May 2015
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Education:
Elon University 2009 - 2012
Bachelors, Bachelor of Science In Business Administration, Economics, Finance
Skills:
Portfolio Management Equities Derivatives Mutual Funds Bloomberg Finance Hedge Funds Private Equity Investments Series 7 Series 63 Asset Allocation Financial Analysis Wealth Management Investment Banking Capital Markets Relationship Management Retirement Planning Trading Venture Capital Hedging Economics Fixed Income Investment Strategies Securities Options Uniform Combined State Law Etfs Equity Research Bonds Equity Trading Finra Bloomberg Terminal Microsoft Office Customer Service Problem Solving Teamwork Relationship Building Estate Preservation Rollovers Income For Life Tax Free Income Alternative Assets Global Tactical Asset Allocation Wealth Management Services Holistic Financial Planning Mergers and Acquisitions Deal Development Organization Skills Entrepreneurship Negotiation Business Development
Interests:
Surfing Spending Time With My Family Running
Certifications:
Series 7 Series 63 Series 65 215 - Life, Health and Annuity Insurance License