Resumes
Resumes
Wealth Management Advisor
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
J.P. Morgan securities since Mar 2011
Financial Advisor
New Greenwich Capital Feb 2010 - Mar 2011
president
New Greenwich Capital Feb 2010 - Mar 2011
President
Avalon Partners Mar 2008 - Mar 2010
Investment Banker
Financial Advisor
New Greenwich Capital Feb 2010 - Mar 2011
president
New Greenwich Capital Feb 2010 - Mar 2011
President
Avalon Partners Mar 2008 - Mar 2010
Investment Banker
Education:
University of London 1990 - 1993
BA Accounts &Finance, Finance
BA Accounts &Finance, Finance
Skills:
Start Ups
Business Planning
Investments
Finance
Equities
Financial Analysis
Portfolio Management
Series 7
Fixed Income
Financial Modeling
Valuation
Securities
Series 63
Investment Banking
Asset Allocation
Alternative Investments
Mutual Funds
Derivatives
Asset Management
Capital Markets
Investment Management
Equity Research
Microsoft Excel
Bonds
Trading Systems
Uniform Combined State Law
Corporate Finance
Lbo
Private Placements
Trading
Wealth Management
Asset Managment
Financial Advisory
Business Planning
Investments
Finance
Equities
Financial Analysis
Portfolio Management
Series 7
Fixed Income
Financial Modeling
Valuation
Securities
Series 63
Investment Banking
Asset Allocation
Alternative Investments
Mutual Funds
Derivatives
Asset Management
Capital Markets
Investment Management
Equity Research
Microsoft Excel
Bonds
Trading Systems
Uniform Combined State Law
Corporate Finance
Lbo
Private Placements
Trading
Wealth Management
Asset Managment
Financial Advisory
Interests:
Civil Rights and Social Action
Children
Economic Empowerment
Children
Economic Empowerment