Resumes
Resumes
Vice President Uma Portfolio Manager
View pageLocation:
225 Liberty St, New York, NY 10006
Industry:
Financial Services
Work:
Morgan Stanley
Vice President Uma Portfolio Manager
Oppenheimerfunds
Regional Advisory Consultant
Blackrock Jun 2011 - Jan 2012
Regional Sales Associate
Ubs Nov 2004 - Jul 2007
Investment Associate
Vice President Uma Portfolio Manager
Oppenheimerfunds
Regional Advisory Consultant
Blackrock Jun 2011 - Jan 2012
Regional Sales Associate
Ubs Nov 2004 - Jul 2007
Investment Associate
Education:
Lafayette College 2000 - 2004
Bachelors, Bachelor of Arts, Economics, Business Cfa Institute
Scarsdale High School
Bachelors, Bachelor of Arts, Economics, Business Cfa Institute
Scarsdale High School
Skills:
Series 7
Hedge Funds
Equities
Asset Management
Securities
Financial Planning
Investments
Financial Markets
Portfolio Management
Retirement Planning
Fixed Income
Financial Analysis
Etfs
Mutual Funds
Series 63
Strategic Planning
Asset Allocation
Wealth Management
Alternative Investments
Investment Advisory
Account Management
Sales Management
Strategic Financial Planning
Financial Advisory
Financial Services
Bonds
Caia
Trading
Hedge Funds
Equities
Asset Management
Securities
Financial Planning
Investments
Financial Markets
Portfolio Management
Retirement Planning
Fixed Income
Financial Analysis
Etfs
Mutual Funds
Series 63
Strategic Planning
Asset Allocation
Wealth Management
Alternative Investments
Investment Advisory
Account Management
Sales Management
Strategic Financial Planning
Financial Advisory
Financial Services
Bonds
Caia
Trading
Certifications:
Chartered Alternative Investment Analyst
Series 7
Series 63
Leading With Emotional Intelligence (2013)
Chartered Financial Analyst (Cfa) Level Iii Candidate
Series 7
Series 63
Leading With Emotional Intelligence (2013)
Chartered Financial Analyst (Cfa) Level Iii Candidate
Financial Advisor
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Morgan Stanley
Financial Advisor
Financial Advisor
Education:
Lafayette College 2000 - 2004
Craig Livoti Scarsdale, NY
View pageWork:
BLACKROCK
2011 to 2000
Regional Sales Associate
MORGAN STANLEY SMITH BARNEY
New York, NY
2007 to 2011
Financial Advisor
UBS FINANCIAL SERVICES
New York, NY
2004 to 2007
Investment Associate
2011 to 2000
Regional Sales Associate
MORGAN STANLEY SMITH BARNEY
New York, NY
2007 to 2011
Financial Advisor
UBS FINANCIAL SERVICES
New York, NY
2004 to 2007
Investment Associate
Education:
LAFAYETTE COLLEGE
Easton, PA
2000 to 2004
Bachelor of Arts in Business and Economics
Easton, PA
2000 to 2004
Bachelor of Arts in Business and Economics