Resumes
Resumes
Assistant Vice President Financial Consultant
View pageLocation:
Toms River, NJ
Industry:
Banking
Work:
Massmutual Financial Group
Assistant Vice President Financial Consultant
Wells Fargo Jul 2014 - Oct 2015
Private Banking Officer
Morgan Stanley Aug 2012 - Jul 2014
Wealth Management Advisor
Assistant Vice President Financial Consultant
Wells Fargo Jul 2014 - Oct 2015
Private Banking Officer
Morgan Stanley Aug 2012 - Jul 2014
Wealth Management Advisor
Education:
Kean University 2008 - 2013
Bachelors, Bachelor of Business Administration, Finance
Bachelors, Bachelor of Business Administration, Finance
Skills:
Portfolio Management
Management
Investments
Banking
Asset Management
Mortgage Lending
Private Banking
Credit
Finance
Corporate Finance
Loans
Financial Services
Social Media Marketing
Wealth Management
Series 7
Management
Investments
Banking
Asset Management
Mortgage Lending
Private Banking
Credit
Finance
Corporate Finance
Loans
Financial Services
Social Media Marketing
Wealth Management
Series 7
Interests:
Whiskey
Soccer
Basketball
Reading
Surfing
Soccer
Basketball
Reading
Surfing
Languages:
Hebrew
Italian
Italian
Certifications:
Series 7 / 66
Tal Malhi Lakewood, NJ
View pageWork:
Morgan Stanley
Toms River, NJ
Nov 2012 to May 2014
Financial Advisor
Alpha Holdings
New York, NY
Oct 2011 to Nov 2012
Investment Banking Spring Analyst
Meridian Capital
Iselin, NJ
Jun 2008 to Oct 2011
Relationship Manager
Toms River, NJ
Nov 2012 to May 2014
Financial Advisor
Alpha Holdings
New York, NY
Oct 2011 to Nov 2012
Investment Banking Spring Analyst
Meridian Capital
Iselin, NJ
Jun 2008 to Oct 2011
Relationship Manager
Education:
Kean State University
Union, NJ
Sep 2007 to May 2013
A.S in Accounting
Union, NJ
Sep 2007 to May 2013
A.S in Accounting