Resumes
Resumes
Due Diligence Associate
View pageLocation:
53 Quail Run Rd, Woodbury, CT 06798
Industry:
Financial Services
Work:
Jackson Wealth Management, Llc Feb 2012 - May 2013
Client Service Manager
Ubs May 2011 - Dec 2011
Wealth Management Intern
Fs Investments May 2011 - Dec 2011
Due Diligence Associate
Client Service Manager
Ubs May 2011 - Dec 2011
Wealth Management Intern
Fs Investments May 2011 - Dec 2011
Due Diligence Associate
Education:
University of Central Florida Jan 1, 2007 - Dec 31, 2011
Suffield High School 2007
Suffield High School 2007
Skills:
Investments
Financial Analysis
Financial Modeling
Strategic Financial Planning
Management
Valuation
Mutual Funds
Asset Allocation
Accounting
Portfolio Management
Financial Planning
Alternative Investments
Customer Service
Series 7
Financial Analysis
Financial Modeling
Strategic Financial Planning
Management
Valuation
Mutual Funds
Asset Allocation
Accounting
Portfolio Management
Financial Planning
Alternative Investments
Customer Service
Series 7
Interests:
Golf
Investing
Analysis
Investing
Analysis
Certifications:
General Securities License
Series 7
Series 7
Jeremiah Hunihan Orlando, FL
View pageWork:
Jackson Wealth Management, LLC
Feb 2012 to Present
Client Services Manager
UBS Financial Services
Orlando, FL
May 2011 to Dec 2011
Wealth Management Intern
Feb 2012 to Present
Client Services Manager
UBS Financial Services
Orlando, FL
May 2011 to Dec 2011
Wealth Management Intern
Education:
University of Central Florida
Orlando, FL
Dec 2011
Bachelor of Science in Business Administration
Orlando, FL
Dec 2011
Bachelor of Science in Business Administration