Industry:
Financial Services
Work:
Catholic Charities Apr 2016 - Apr 2017
Budget Counselor
Zeiders Enterprises, Inc. Oct 2012 - Apr 2014
Personal Financial Manager
U.s. Securities and Exchange Commission 2008 - 2008
Legal Intern
Fidelity Investments 2000 - 2005
Senior Operations Analyst
Education:
California Western School of Law 2005 - 2008
Doctor of Jurisprudence, Doctorates
Trinity College - Hartford 1996 - 2000
Bachelors, Bachelor of Arts, Economics
Skills:
Investments
Process Improvement
Microsoft Excel
Business Analysis
Microsoft Office
Strategy
Powerpoint
Strategic Planning
Financial Analysis
Corporate Actions
Budgets
Mutual Funds
Securities
Financial Modeling
Certifications:
Accredited Financial Counselor
Member of the Bar
Association For Financial Counseling Planning Education
Massachusetts Board of Bar Overseers
