Resumes
Resumes

Senior Associate
View pageLocation:
21 Hacienda Dr, Woodside, CA 94062
Industry:
Financial Services
Work:
Ieq Capital
Senior Associate
First Republic Bank Sep 2015 - May 2019
Associate
Morgan Stanley May 2010 - Aug 2014
Wealth Management Intern
Putnam Automotive Group Jun 2013 - Aug 2013
Sales Associate
Senior Associate
First Republic Bank Sep 2015 - May 2019
Associate
Morgan Stanley May 2010 - Aug 2014
Wealth Management Intern
Putnam Automotive Group Jun 2013 - Aug 2013
Sales Associate
Education:
Claremont Mckenna College 2011 - 2015
Bachelors, Bachelor of Arts, Economics, Accounting Woodside Priory School 2007 - 2011
Bachelors, Bachelor of Arts, Economics, Accounting Woodside Priory School 2007 - 2011
Skills:
Bloomberg
Equities
Microsoft Excel
Powerpoint
Wealth Management
Economics
Investments
Fixed Income
Bloomberg Terminal
Equities
Microsoft Excel
Powerpoint
Wealth Management
Economics
Investments
Fixed Income
Bloomberg Terminal
Certifications:
Series 7
Series 66
Series 66