Pershing Jun 2012 - Jan 2017
Senior Client Services Associate
Pershing Jun 2012 - Jan 2017
Vice President of Business Development
Neuberger Berman Sep 2008 - May 2011
Senior Analyst
Lehman Brothers Oct 2006 - Sep 2008
Financial Analyst
Education:
Argosy University 2010 - 2013
Masters, Master of Arts, Psychology, Law
Marist College 2002 - 2006
Bachelors, Biology, Business Admin, Finance
Marlboro High School
Skills:
Fixed Income Equities Strategic Planning Investment Banking Investments Risk Management Hedge Funds Asset Management Performance Attribution Fixed Income Analysis Series 7 Financial Services Alternative Investments Financial Analysis Mutual Funds Asset Allocation Capital Markets Portfolio Management Data Analysis Financial Modeling Microsoft Office Bloomberg Finra Business Development Series 63 Sales Asset Managment Leadership Custody Ria Salesforce Lightning Salesforce.com Outlook Bloomberg Terminal Middle Office Banking
Agent Commercial and Manager of Allez-Français, an internet based French property agency specialising in the Poitou Charentes & the Dordogne Valley... Agent Commercial and Manager of Allez-Français, an internet based French property agency specialising in the Poitou Charentes & the Dordogne Valley.
Previously a Financial Adviser, I have also been involved with the media, writing regular columns & articles, plus broadcasting on BBC and local...