Resumes
Resumes
Vice President
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Merrill Lynch - New York City / Manhattan East Complex since Jan 2012
Financial Advisor
- - AXA Advisor LLC Nov 2009 - Jan 2012
Financial Advisor
Valore Reale SGR S.p.A. 2008 - 2009
Asset Analyst
Sullivan & Worcester LLP 2005 - 2005
Summer Intern
Financial Advisor
- - AXA Advisor LLC Nov 2009 - Jan 2012
Financial Advisor
Valore Reale SGR S.p.A. 2008 - 2009
Asset Analyst
Sullivan & Worcester LLP 2005 - 2005
Summer Intern
Education:
Cornell University 2004 - 2007
ILR, Industrial Labor Relations
ILR, Industrial Labor Relations
Skills:
Retirement Planning
Estate Planning
Investments
Alternative Investments
Benefits Plan Design
College Savings Plans
Merchant Services
Ira Rollovers
Roth Ira
Ira's
401K Rollovers
Insurance Planning
Disability Insurance
Long Term Care
Financial Planning
Financial Markets
Financial Advisory
Cash Management
Credit
Mortgage Lending
Commercial Lending
Consumer Lending
Small Business Lending
Secured Lending
Securities Lending
Asset Based Lending
Project Finance
Private Banking
Private Equity
Private Placements
Private Wealth Management
Securitization
Airplane and Yacht Financing
Trade Facilitation
Hedge Funds
Foreign Exchange Management
Foreign Languages
Foreign Investment
Asset Allocation
Employee Benefits
Financial Planners
Iras
Long Term Care
Securities
Series 63
Strategic Financial Planning
Wealth Management Services
Secured Financing
Estate Planning
Investments
Alternative Investments
Benefits Plan Design
College Savings Plans
Merchant Services
Ira Rollovers
Roth Ira
Ira's
401K Rollovers
Insurance Planning
Disability Insurance
Long Term Care
Financial Planning
Financial Markets
Financial Advisory
Cash Management
Credit
Mortgage Lending
Commercial Lending
Consumer Lending
Small Business Lending
Secured Lending
Securities Lending
Asset Based Lending
Project Finance
Private Banking
Private Equity
Private Placements
Private Wealth Management
Securitization
Airplane and Yacht Financing
Trade Facilitation
Hedge Funds
Foreign Exchange Management
Foreign Languages
Foreign Investment
Asset Allocation
Employee Benefits
Financial Planners
Iras
Long Term Care
Securities
Series 63
Strategic Financial Planning
Wealth Management Services
Secured Financing
Interests:
Skiing
Backpacking
Investing
Rock Climbing
Traveling
Entrepreneurship
Politics
Mountaineering
Triathlons
Cycling
Sailing
Running
Swimming
Financial Planning
Ice Climbing
Financial Markets
Backpacking
Investing
Rock Climbing
Traveling
Entrepreneurship
Politics
Mountaineering
Triathlons
Cycling
Sailing
Running
Swimming
Financial Planning
Ice Climbing
Financial Markets
Vice President - Private Client Advisor
View pageLocation:
New York, NY
Work:
Jpmorgan Chase & Co.
Vice President - Private Client Advisor
Vice President - Private Client Advisor