Blackrock Aug 2018 - Aug 2018
Associate - Alpha Strategies Pi Trust Team
Terre De Beaute Spa & Skin Care Aug 2018 - Aug 2018
Senior Officer
Jpmorgan Chase & Co. Aug 2005 - Jul 2007
Assistant Financial Center Manager
Education:
Cfa Institute 2011
University of Pennsylvania 2007 - 2009
Masters, Master of Arts, Politics, Public Policy, Political Science
Penn State Smeal Mba Program 2003 - 2005
Master of Business Administration, Masters, Management, Finance
Università Degli Studi Di Firenze 2004 - 2004
Caldwell University 1995 - 1999
Bachelors, Bachelor of Arts, Biology, Chemistry
Clifton High School 1991 - 1995
Skills:
Investments Asset Allocation Portfolio Management Mutual Funds Equities Fixed Income Asset Management Series 7 Investment Strategies Financial Analysis Public Speaking Bloomberg Microsoft Excel Trading Alternative Investments Investment Management Bonds Bloomberg Terminal Etfs Equity Research Powerpoint Investment Products Performance Attribution Excel Word Morningstar Performance Analysis Separately Managed Accounts Thomson One Outlook Insurance Retirement Esop Cross Team Collaboration Problem Solving Tech Savvy Financial Accounting Charitable Trusts Block Trading Charitable Remainder Trusts
Interests:
Children Economic Empowerment Politics Education Health
Languages:
English Italian
Certifications:
Cfa Cfp Series 7 Series 66 Series 31 Python Programming : A Concise Introduction Python Programming For Everybody Intro To Data Science In Python Cfa Institute Cfp Board Financial Industry Regulatory Authority (Finra) National Futures Association, License 0304701 License 0304701
OkiData since Jun 2007
National Dealer Service Manager
Stewart Industries / A Global Imaging Systems Company Jul 2005 - May 2007
Field Service Manager
Electronic Systems, Inc. / A Global Imaging Systems Company Jul 1995 - Jun 2005
Field Service Manager
Canon Solutions America May 1984 - Jun 1993
Regional Service Manager
Education:
Gloucester County College 1980 - 1982
A.A.S., Digital Electronics
West Deptford High School 1972 - 1976
Skills:
Leadership Team Building Technical Support Troubleshooting Solution Selling Management Account Management Customer Satisfaction Training Business Development Computer Hardware Team Leadership Problem Solving Customer Service Customer Relations Strategic Planning Process Improvement Project Management Customer Relationship Management Business Process Improvement Integration Project Planning Program Management Change Management Analysis Microsoft Office Negotiation Coaching Planning Operations Management Hiring Administration Completion It Service Management Customer Experience Recruiting Program Development Training and Development Customer Support Customer Engagement Employee Learning and Development Service Operation Product Support Network Services Organization Skills Organizational Leadership Microsoft Products Document Management Inventory Management Scanners Hardware Printers Vendor Product Management Excel Word Quality Assurance Windows Managed Print Services Document Imaging Major Accounts Printer Support
Interests:
Website Design Boy Scouts of America Volunteer Gardening Include Technical Training Development Local Volunteer Work Hiking Sports Revolutionary War Reenacting Power Point Presentation and Design Habitat For Humanity American History Mary's Catholic Church