Resumes
Resumes
At Jpmorgan Securities
View pageLocation:
Greater New York City Area
Industry:
Financial Services
Managing Director And Senior Advisor
View pageLocation:
West Harrison, NY
Industry:
Financial Services
Work:
J.P. Morgan - 925 Westchester Avenue, White Plains, NY 10604 since Aug 2010
Executive Director
JPMorgan Securities Aug 2010 - Aug 2011
Senior Vice President
Smith Barney Aug 2005 - Aug 2010
Senior Investment Management Consultant
Smith Barney Mar 2003 - Aug 2010
Financial Planning Specialist
Citigroup Smith Barney Mar 1993 - Aug 2010
Senior Vice President
Executive Director
JPMorgan Securities Aug 2010 - Aug 2011
Senior Vice President
Smith Barney Aug 2005 - Aug 2010
Senior Investment Management Consultant
Smith Barney Mar 2003 - Aug 2010
Financial Planning Specialist
Citigroup Smith Barney Mar 1993 - Aug 2010
Senior Vice President
Education:
Skidmore College 1978 - 1982
BA, psychology, spanish Scarsdale High School 1977 - 1979
BA, psychology, spanish Scarsdale High School 1977 - 1979
Skills:
Mutual Funds
Wealth Management
Strategic Financial Planning
Retirement
Financial Analysis
Investment Management
Alternative Investments
Wealth
Series 7
Equities
Series 63
Fixed Income
Asset Allocation
Securities
Retirement Planning
Investment Advisory
Asset Management
Investments
Financial Services
Etfs
Hedge Funds
Estate Planning
Financial Planning
Bonds
401K
Wealth Management
Strategic Financial Planning
Retirement
Financial Analysis
Investment Management
Alternative Investments
Wealth
Series 7
Equities
Series 63
Fixed Income
Asset Allocation
Securities
Retirement Planning
Investment Advisory
Asset Management
Investments
Financial Services
Etfs
Hedge Funds
Estate Planning
Financial Planning
Bonds
401K
Senior Vice President - Wealth Mgmt
View pageLocation:
3 Boulder Trl, Chappaqua, NY 10514
Industry:
Financial Services
Work:
Morgan Stanley Mar 1993 - Aug 2010
Senior Vice President - Wealth Mgmt
Kidder Peabody & Co.inc Oct 1982 - Mar 1993
Vice President
Senior Vice President - Wealth Mgmt
Kidder Peabody & Co.inc Oct 1982 - Mar 1993
Vice President
Education:
Skidmore College 1978 - 1982
Bachelors, Bachelor of Arts, Psychology, Spanish Scarsdale Senior High School 1979
Bachelors, Bachelor of Arts, Psychology, Spanish Scarsdale Senior High School 1979
Languages:
Spanish