Td Ameritrade
Financial Consultant
E*Trade Jan 2015 - Feb 2017
Senior Manager
E*Trade Mar 2012 - Jan 2015
Manager
E*Trade Jun 2008 - Mar 2012
Senior Team Lead
E*Trade Nov 2006 - Jun 2008
Platinum Relationship Manager
Education:
St. John's University
Skills:
Financial Services Risk Management Equities Securities Sales Management Team Building Salesforce.com Business Development Customer Relationship Management Strategic Sales C Suite Selling Customer Satisfaction Employee Learning and Development Team Leadership Operational Risk Management Equity Trading Customer Service Group Leadership
Timelooper
Director of Finance
Timelooper
General Manager, Europe
Timelooper Feb 2016 - Oct 2017
Head of Platform
Jpmorgan Chase & Co. Mar 2013 - Feb 2016
Analyst
Cambridge Associates Jul 2012 - Feb 2013
Analyst
Education:
The Wharton School 2020 - 2022
Master of Business Administration, Masters
William & Mary 2008 - 2012
St Albans School 2002 - 2008
Skills:
Financial Modeling Valuation Data Analysis Microsoft Office Financial Analysis Powerpoint Microsoft Excel Wealth Management Economics Research Stata Due Diligence Bloomberg Econometrics
Certifications:
Sseries 7 Series 63 Chartered Financial Analyst (Cfa) Charterholder