Resumes
Resumes
Senior Vice President, Private Wealth Advisor
View pageLocation:
Boston, MA
Industry:
Investment Management
Work:
Tcw Direct Lending
Vice President
Tcw Direct Lending Apr 2017 - Feb 2019
Associate
Suntrust Robinson Humphrey Jun 2014 - Mar 2017
Associate - Corporate Bank
Cambridge Associates Jul 2012 - May 2014
Investment Consultant
Goldman Sachs Jun 2011 - Aug 2011
Summer Associate - Private Wealth Management
Vice President
Tcw Direct Lending Apr 2017 - Feb 2019
Associate
Suntrust Robinson Humphrey Jun 2014 - Mar 2017
Associate - Corporate Bank
Cambridge Associates Jul 2012 - May 2014
Investment Consultant
Goldman Sachs Jun 2011 - Aug 2011
Summer Associate - Private Wealth Management
Education:
The Tuck School of Business at Dartmouth 2010 - 2012
Master of Business Administration, Masters, Management Georgetown University Mcdonough School of Business 2000 - 2004
Bachelors, Bachelor of Science, Finance University of Southern California - Marshall School of Business
Master of Business Administration, Masters
Master of Business Administration, Masters, Management Georgetown University Mcdonough School of Business 2000 - 2004
Bachelors, Bachelor of Science, Finance University of Southern California - Marshall School of Business
Master of Business Administration, Masters
Skills:
Investments
Finance
Financial Modeling
Valuation
Financial Analysis
Due Diligence
Asset Management
Corporate Finance
Equities
Bloomberg
Portfolio Management
Private Equity
Asset Allocation
Alternative Investments
Fixed Income
Capital Markets
Hedge Funds
Business Strategy
Investment Banking
Investment Strategies
Finance
Financial Modeling
Valuation
Financial Analysis
Due Diligence
Asset Management
Corporate Finance
Equities
Bloomberg
Portfolio Management
Private Equity
Asset Allocation
Alternative Investments
Fixed Income
Capital Markets
Hedge Funds
Business Strategy
Investment Banking
Investment Strategies
Certifications:
Financial Industry Regulatory Authority (Finra)
Series 7 - General Securities Representative
Series 79 - Investment Banking Representative
Series 63 - Uniform Securities Agent (State Law)
Cfa
Series 7 - General Securities Representative
Series 79 - Investment Banking Representative
Series 63 - Uniform Securities Agent (State Law)
Cfa
Hudson Evei Jamaica Plain, MA
View pageWork:
CAMBRIDGE ASSOCIATES LLC
2012 to 2000
Investment Consultant
GOLDMAN, SACHS & CO
New York, NY
2011 to 2011
Summer Associate - Private Wealth Management
PYRAMID HOTEL GROUP
2008 to 2010
Centralized Controller - Accounting
PYRAMID HOTEL GROUP
2006 to 2008
Financial Analyst - Business Development and Acquisitions
NATIVITY PREPARATORY SCHOOL
Boston, MA
2004 to 2006
Full-time Volunteer Math Teacher & Coach
2012 to 2000
Investment Consultant
GOLDMAN, SACHS & CO
New York, NY
2011 to 2011
Summer Associate - Private Wealth Management
PYRAMID HOTEL GROUP
2008 to 2010
Centralized Controller - Accounting
PYRAMID HOTEL GROUP
2006 to 2008
Financial Analyst - Business Development and Acquisitions
NATIVITY PREPARATORY SCHOOL
Boston, MA
2004 to 2006
Full-time Volunteer Math Teacher & Coach
Education:
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE
Hanover, NH
2010 to 2012
Master of Business Administration
Georgetown University
Washington, DC
2000 to 2004
Bachelors in Finance
Hanover, NH
2010 to 2012
Master of Business Administration
Georgetown University
Washington, DC
2000 to 2004
Bachelors in Finance