Location:
401 Cushman Rd, Wilmington, DE 19804
Industry:
Computer Software
Work:
SAP - Greater Philadelphia Area since Jan 2013
ALM Consultant
Affinity Wealth Management, Inc. - 1702 Lovering Avenue, Wilmington, DE 19806 Mar 2011 - Dec 2012
Financial Advisor and Member of Investment Committee
J.P Morgan Private Bank Oct 2010 - Mar 2011
Account Officer
Wilmington Trust Company Wealth Advisory Oct 2007 - Oct 2010
Investment Associate
Wells Fargo Delaware Trust Company Jun 2007 - Oct 2007
Relationship Specialist
Education:
University of Delaware - Lerner College of Business and Economics 2009 - 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 - 2007
BS, Finance / MIS
Skills:
Investments
Mutual Funds
Finance
Asset Allocation
Financial Services
Securities
Wealth Management
Relationship Management
Financial Analysis
Investment Advisory
Financial Markets
Fixed Income
Project Management
Trading
Bloomberg
Series 7
Customer Relationship Management
Investment Strategies
Investment Management
Estate Planning
Vendor Management
Financial Risk
Crm
Application Lifecycle Management
Alm
Strategic Financial Planning
Manage Client Relationships
Project Delivery
Information Technology
Project Planning
Information Technology Strategy
Financial Planning
Series 63
Retirement Planning
Retirement Plan Consulting
Qualified Retirement Plans
Organized With Strong Analytical Abilities
Information Systems
Investment Compliance
Client Confidentiality
Vendor Relationships
Microsoft Excel
Powerpoint
Sql
Software Project Management
Risk Analysis
Ms Project
Software As A Service
Paas
Certifications:
Series 66
Series 7
Series 63
Sap Certified Associate Project Manager
Sap Certified Application Associate - Business Process Expert
Sap