Merrill Lynch Jun 2017 - Apr 2018
Registered Associate, Global Wealth and Investment Management
Needham & Company Jun 2017 - Apr 2018
Investment Banking Analyst
Morgan Stanley Jun 2015 - Jun 2017
Private Wealth Management
Kayne Anderson Capital Advisors, L.p. Jun 2014 - Aug 2014
Private Equity Intern
Banner Media Group Jun 2013 - Aug 2013
Media Intern
Education:
Boston College 2011 - 2015
Bachelors, Economics
Regis Jesuit High School 2007 - 2011
Certifications:
General Securities Representative Exam Uniform Combined State Law Exam Investment Banking Representative Exam Financial Industry Regulatory Authority (Finra) North American Securities Administrators Association General Securities Representation Exam
Senior Advantage Financial Services since Mar 2012
Independent Insurance Agent
New York Life Insurance Company 2010 - Feb 2012
Registered Representative
ENAP, Inc Apr 1996 - Sep 2006
Trader (Territory Manager)
Huttig Building Products Apr 1992 - May 1994
General Manager
Marvin Millwork, Inc. Jan 1979 - Oct 1990
Vice President
Education:
Hope College
Bachelor's degree, Political Science and Government
Skills:
Building Materials Sales Sales Operations Selling Contract Negotiation Customer Service Doors Insurance Inventory Management Long Term Care Negotiation New Business Development Pricing Purchasing Strategic Planning Sales Management Team Building Management
Global Endowment Management
Principal, Portfolio Strategy
Argo Partners Feb 2015 - Dec 2015
Summer Analyst
Explorador Capital Management May 2014 - Jul 2014
Equity Research Intern
Investure Aug 2010 - Apr 2014
Associate
Investure Jun 2007 - Aug 2010
Analyst
Education:
Columbia Business School 2014 - 2016
Master of Business Administration, Masters
University of Virginia 2003 - 2007
Bachelors, Bachelor of Arts, Mathematics
Skills:
Hedge Funds Alternative Investments Equities Asset Management Financial Modeling Bloomberg Fixed Income Derivatives Derivatives Trading Valuation Investment Management Asset Allocation Capital Markets Investments Portfolio Management Equity Research Financial Analysis Due Diligence
Interests:
Personal Investing Running and Fitness
Certifications:
License 6117637 Chartered Financial Analyst Cfa Institute, License 6117637
Dr. Stack graduated from the UMDNJ School of Osteopathic Medicine in 1991. He works in Montville, NJ and specializes in Family Medicine. Dr. Stack is affiliated with Morristown Medical Center and Saint Clares Hospital Denville.