Ally Financial Inc.
Manager - Leveraged Finance
Ally Financial Inc. Oct 2016 - Feb 2018
Analyst Leveraged Finance
Ally Financial Inc. Jun 1, 2015 - Oct 2016
Fp and A Financial Analyst
Prudential Financial Jun 1, 2013 - Aug 1, 2013
Digital Portfolio Management Intern
Merrill Lynch Jun 1, 2012 - Aug 1, 2012
Wealth Management Intern
Education:
Villanova University 2014 - 2015
Master of Science, Masters, Finance
Villanova University 2010 - 2014
Bachelors, Economics
Skills:
Microsoft Excel Financial Modeling Microsoft Office Financial Analysis Powerpoint Java Finance Portfolio Management Wealth Management Programming Microsoft Word Research Derivatives Options Economics Computer Science Investments Bloomberg
David Rizzo - Bedminster NJ Michael J. Custode - North Caldwell NJ
Assignee:
Lawyershomepagenetwork, Inc. - Kearny NJ
International Classification:
G06F 1730
US Classification:
707 6, 707 10
Abstract:
A computerized method for matching potential clients with professional services providers which meet their personalized criteria and are interested in providing particular services to them including the steps of: presenting a first electronic document including a plurality of data entry devices to the potential clients via a computer network; receiving data entered using the data entry devices, the received data being indicative of the criteria; automatically comparing the received data to data stored in a storage medium to identify one or more suitable professional services providers; automatically generating and transmitting via the computerized network an electronic mail message to the identified one or more service providers, the electronic message including information indicative of a portion of the received data; and, receiving a response from at least one responding one of the one or more identified service providers, and automatically providing information indicative of another portion of the received data to the responding one of the service providers.