Resumes
Resumes
Premier Relationship Advisor
View pageLocation:
225 I St northeast, Washington, DC 20002
Industry:
Banking
Work:
Hsbc
Premier Relationship Advisor
Usaa Jul 2014 - Sep 2016
Wealth Manager
Suntrust Bank Apr 2013 - Jul 2014
Client Advisor and Vice President
Bank of America Merrill Lynch 2008 - 2012
Vice President and Financial Advisor
Morgan Stanley 2006 - 2008
Financial Advisor
Premier Relationship Advisor
Usaa Jul 2014 - Sep 2016
Wealth Manager
Suntrust Bank Apr 2013 - Jul 2014
Client Advisor and Vice President
Bank of America Merrill Lynch 2008 - 2012
Vice President and Financial Advisor
Morgan Stanley 2006 - 2008
Financial Advisor
Education:
The George Washington University 1987 - 1993
Bachelors, Bachelor of Business Administration, Finance
Bachelors, Bachelor of Business Administration, Finance
Skills:
Portfolio Management
Wealth Management
Banking
Loans
Series 7
Commercial Banking
Strategic Financial Planning
Mergers and Acquisitions
Investments
Credit
Finance
Credit Analysis
Commercial Lending
Retail Banking
Small Business Lending
Mortgage Lending
Private Banking
Relationship Management
Asset Management
Financial Modeling
Mutual Funds
Equities
Fixed Income
Derivatives
Retirement Planning
Risk Management
Corporate Finance
Financial Analysis
Credit Risk
Financial Risk
Lines of Credit
Consumer Lending
Capital Markets
Private Equity
Asset Allocation
Alternative Investments
Cash Management
Commercial Mortgages
Treasury Management
Securities
Valuation
Investment Strategies
Wealth Management
Banking
Loans
Series 7
Commercial Banking
Strategic Financial Planning
Mergers and Acquisitions
Investments
Credit
Finance
Credit Analysis
Commercial Lending
Retail Banking
Small Business Lending
Mortgage Lending
Private Banking
Relationship Management
Asset Management
Financial Modeling
Mutual Funds
Equities
Fixed Income
Derivatives
Retirement Planning
Risk Management
Corporate Finance
Financial Analysis
Credit Risk
Financial Risk
Lines of Credit
Consumer Lending
Capital Markets
Private Equity
Asset Allocation
Alternative Investments
Cash Management
Commercial Mortgages
Treasury Management
Securities
Valuation
Investment Strategies
Certifications:
Certified Financial Planner