Resumes
Resumes
Research Associate
View pageLocation:
San Francisco, CA
Industry:
Financial Services
Work:
Rs Investments
Research Associate
Wolfe Research, Llc Jan 2019 - Oct 2019
Senior Vice President
Wolfe Research, Llc Jan 2016 - Jan 2019
Vice President
Wolfe Research, Llc Apr 2014 - Jan 2016
Vice President, Institutional Equity Sales
Morgan Stanley Jan 2013 - Jul 2013
Intern, Private Wealth Management
Research Associate
Wolfe Research, Llc Jan 2019 - Oct 2019
Senior Vice President
Wolfe Research, Llc Jan 2016 - Jan 2019
Vice President
Wolfe Research, Llc Apr 2014 - Jan 2016
Vice President, Institutional Equity Sales
Morgan Stanley Jan 2013 - Jul 2013
Intern, Private Wealth Management
Education:
Fordham University 2013 - 2015
Master of Business Administration, Masters, Bachelors, Bachelor of Arts, Finance St. John's University 2009 - 2013
Bachelors, Bachelor of Science, Finance Graduate School of Business & Administration
Saint John's University
Master of Business Administration, Masters, Bachelors, Bachelor of Arts, Finance St. John's University 2009 - 2013
Bachelors, Bachelor of Science, Finance Graduate School of Business & Administration
Saint John's University
Skills:
Economics
Financial Analysis
Financial Modeling
Leadership
Microsoft Excel
Equity Research
Team Leadership
Public Speaking
Equity Trading
Equities
Finance
Powerpoint
Equity Research Analysis
Financial Analysis
Financial Modeling
Leadership
Microsoft Excel
Equity Research
Team Leadership
Public Speaking
Equity Trading
Equities
Finance
Powerpoint
Equity Research Analysis
Interests:
Portfolio Management
Financial Modeling
Managing Personal Investment Portfolio
Sales and Trading
Snowboarding
Playing Golf
Equity Research
Financial Modeling
Managing Personal Investment Portfolio
Sales and Trading
Snowboarding
Playing Golf
Equity Research
Languages:
English
Spanish
Spanish
Certifications:
Series 7
Series 63
Financial Industry Regulatory Authority (Finra)
Series 63
Financial Industry Regulatory Authority (Finra)