Resumes
Resumes
Regional Director
View pageLocation:
3 Park Ave, New York, NY 10016
Industry:
Investment Management
Work:
Morgan Stanley - New York since Jun 2011
Financial Advisor
Quinnipiac University, Investment Club Oct 2007 - May 2011
President
Quinnipiac University Aug 2007 - May 2011
Full Time Student
Morgan Stanley Smith Barney Jun 2010 - Aug 2010
Wealth Management Intern
Wells Fargo Advisors Feb 2010 - May 2010
Wealth Management Intern
Financial Advisor
Quinnipiac University, Investment Club Oct 2007 - May 2011
President
Quinnipiac University Aug 2007 - May 2011
Full Time Student
Morgan Stanley Smith Barney Jun 2010 - Aug 2010
Wealth Management Intern
Wells Fargo Advisors Feb 2010 - May 2010
Wealth Management Intern
Education:
Quinnipiac University - School of Business 2007 - 2011
Bachelor of Science (B.S.), Finance, Economics
Bachelor of Science (B.S.), Finance, Economics
Skills:
Investments
Finance
Financial Analysis
Investment Strategies
Bloomberg
Microsoft Excel
Financial Modeling
Powerpoint
Microsoft Office
Asset Allocation
Hostage Negotiator
Microsoft Word
Accounting
Series 7
Access
Valuation
Strategic Financial Planning
Mutual Funds
Fixed Income
Finance
Financial Analysis
Investment Strategies
Bloomberg
Microsoft Excel
Financial Modeling
Powerpoint
Microsoft Office
Asset Allocation
Hostage Negotiator
Microsoft Word
Accounting
Series 7
Access
Valuation
Strategic Financial Planning
Mutual Funds
Fixed Income
Certifications:
Chartered Financial Analyst
Series7
Series 66
2016 Level Iii Candidate In the Cfa Program
Cfa Institute
Series7
Series 66
2016 Level Iii Candidate In the Cfa Program
Cfa Institute