Resumes
Resumes
Senior Investment Consultant - Ria Specialist
View pageLocation:
22 Oakwood Dr, Woodcliff Lake, NJ 07677
Industry:
Investment Management
Work:
Allianz Global Investors - New York, NY since Nov 2012
Internal Investment Consultant
Oppenheimer & Co. Nov 2010 - Nov 2012
Internal Sales Analyst
Morgan Stanley Smith Barney Oct 2009 - Aug 2010
Recruit Transition Team
Internal Investment Consultant
Oppenheimer & Co. Nov 2010 - Nov 2012
Internal Sales Analyst
Morgan Stanley Smith Barney Oct 2009 - Aug 2010
Recruit Transition Team
Education:
University of Colorado at Boulder - Leeds School of Business 2005 - 2009
Finance
Finance
Skills:
Investments
Mutual Funds
Finance
Financial Services
Series 7
Risk Management
Retirement
Sales
Asset Management
Fixed Income
Strategy
Series 63
Insurance
Separately Managed Accounts
Sales Operations
Alternative Investments
Mutual Funds
Finance
Financial Services
Series 7
Risk Management
Retirement
Sales
Asset Management
Fixed Income
Strategy
Series 63
Insurance
Separately Managed Accounts
Sales Operations
Alternative Investments
Certifications:
Cima - Certified Investment Management Analyst
Series 7
Series 63
Series 65
Investment Management Consultants Association
Financial Industry Regulatory Authority
Cfa Level Iii Candidate - June 2020
Series 7
Series 63
Series 65
Investment Management Consultants Association
Financial Industry Regulatory Authority
Cfa Level Iii Candidate - June 2020
Recruit Transition Team
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Morgan Stanley
Recruit Transition Team
Recruit Transition Team
Recruit Transition Team At Morgan Stanley
View pagePosition:
Recruit Transition Team at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Morgan Stanley
Recruit Transition Team
Recruit Transition Team
Jared Palish Woodcliff Lake, NJ
View pageWork:
Oppenheimer & Co. Inc
Nov 2010 to 2000
Internal Sales Analyst
Morgan Stanley Smith Barney
Jersey City, NJ
Oct 2009 to Aug 2010
Data Reporting Analyst
Smith Barney
Paramus, NJ
Jun 2008 to Aug 2008
Internship
Nov 2010 to 2000
Internal Sales Analyst
Morgan Stanley Smith Barney
Jersey City, NJ
Oct 2009 to Aug 2010
Data Reporting Analyst
Smith Barney
Paramus, NJ
Jun 2008 to Aug 2008
Internship
Education:
University of Colorado
Boulder, CO
2005 to 2009
B.S in Business Administration
Boulder, CO
2005 to 2009
B.S in Business Administration
Skills:
series 7, series 63, NY Life, Accident and Health Insurance Agent