Resumes
Resumes

Vice President, Wealth Management
View pageLocation:
257 Willis Ave, Hawthorne, NY 10532
Industry:
Financial Services
Work:
Neuberger Berman Wealth Management since 2005
Supervisor
Vanguard - Valley Forge, PA 2004 - 2005
Investment Associate
Pinnacle Financial Advisors LLC - Greater New York City Area 2002 - 2004
Junior Portfolio Analyst/Trader
Supervisor
Vanguard - Valley Forge, PA 2004 - 2005
Investment Associate
Pinnacle Financial Advisors LLC - Greater New York City Area 2002 - 2004
Junior Portfolio Analyst/Trader
Education:
Iona College, Hagan School of Business 2008 - 2010
Master of Business Administration (MBA), Finance and Investment Management Villanova University 1998 - 2002
BA, Economics
Master of Business Administration (MBA), Finance and Investment Management Villanova University 1998 - 2002
BA, Economics
Skills:
Fixed Income
Series 7
Mutual Funds
Financial Analysis
Hedge Funds
Equities
Bloomberg
Wealth Management
Capital Markets
Uniform Combined State Law
Relationship Management
Investment Advisory
Asset Allocation
Salesforce.com
Series 66
Series 24
Business Relationship Management
Series 7
Mutual Funds
Financial Analysis
Hedge Funds
Equities
Bloomberg
Wealth Management
Capital Markets
Uniform Combined State Law
Relationship Management
Investment Advisory
Asset Allocation
Salesforce.com
Series 66
Series 24
Business Relationship Management
Languages:
English