Wells Fargo Private Bank Nov 2015 - May 2018
Senior Investment Strategist
Kane Investment Group of Wells Fargo Advisors Nov 2015 - May 2018
Financial Advisor
J.p. Morgan Sep 2009 - Nov 2015
Global Investment Specialist
Education:
The University of Chicago Booth School of Business 2007 - 2009
Master of Business Administration, Masters, Marketing, Finance and Marketing, Finance
Vanderbilt University 1999 - 2003
Bachelors, Bachelor of Arts, Economics
University of Chicago
Master of Business Administration, Masters, Business
Skills:
Financial Modeling Financial Analysis Management Strategic Planning Valuation Equities Capital Markets Corporate Finance Business Strategy Mutual Funds Portfolio Management Bloomberg Investments Series 7
Certifications:
Series 7, Series 63 Series 7, Series 63, Series 65
Chamberlain University 2016 - 2018
Bachelor of Science In Nursing, Bachelors, Nursing
Ivy Tech Community College 2013 - 2015
Associates, Associate of Arts, Teaching, Early Childhood Education
Ivy Tech Community College;;2013 – 2015;
Skills:
Microsoft Excel Microsoft Office Microsoft Word Customer Service Certified Nursing Assistant Cardiopulmonary Resuscitation Vital Signs Medical Terminology Pediatric Cpr Adult Cpr
Activity CoordinatorDepartment of Social Services Stamford, CT Aug 2014 to Present Summer WorkerMen's Wearhouse Stamford, CT Sep 2012 to Jun 2014 Customer Sales AssociateSt. Camillus Nursing Home Stamford, CT Mar 2013 to Nov 2013 Social Work InternGeorge Washington Carver Community Center Norwalk, CT Jun 2009 to 2012 Camp Counselor
Education:
Western Connecticut State University Danbury, CT 2014 Bachelor in Social WorkFordham University Westchester, NY Master in Social Work