Resumes
Resumes
Manager, Wealth Management Consultant At Aon | Talent, Rewards
View pageLocation:
Greenwich, CT
Industry:
Financial Services
Work:
Mclagan Apr 2017 - Dec 2018
Senior Analyst, Wealth Management
Aon Apr 2017 - Dec 2018
Manager, Wealth Management Consultant at Aon | Talent, Rewards
Mclagan Aug 2016 - Apr 2017
Analyst, Wealth Management
Castle Hill Capital Partners, Inc. Mar 2016 - Jul 2016
Part-Time Associate, Capital Introduction and Research
Kelmar Associates Jun 2013 - Jun 2014
Emerging Services Associate
Senior Analyst, Wealth Management
Aon Apr 2017 - Dec 2018
Manager, Wealth Management Consultant at Aon | Talent, Rewards
Mclagan Aug 2016 - Apr 2017
Analyst, Wealth Management
Castle Hill Capital Partners, Inc. Mar 2016 - Jul 2016
Part-Time Associate, Capital Introduction and Research
Kelmar Associates Jun 2013 - Jun 2014
Emerging Services Associate
Education:
Fordham University 2014 - 2016
Master of Business Administration, Masters, Business Administration, Finance Fordham University 2015
Bentley University 2009 - 2013
Bachelors, Bachelor of Science, Finance Greenwich High School 2005 - 2009
Graduate School of Business & Administration
Master of Business Administration, Masters, Business Administration, Finance Fordham University 2015
Bentley University 2009 - 2013
Bachelors, Bachelor of Science, Finance Greenwich High School 2005 - 2009
Graduate School of Business & Administration
Skills:
Bloomberg
Powerpoint
Microsoft Excel
Wealth Management
Research
Leadership
Public Speaking
Strategic Consulting
Hr Consulting
Financial Analysis
Business Development
Statistics
Marketing Strategy
Market Research
Management Consulting
Compensation and Benefits
Marketing
Forensic Accounting
Voice of the Customer Analysis
Marketing Research
Powerpoint
Microsoft Excel
Wealth Management
Research
Leadership
Public Speaking
Strategic Consulting
Hr Consulting
Financial Analysis
Business Development
Statistics
Marketing Strategy
Market Research
Management Consulting
Compensation and Benefits
Marketing
Forensic Accounting
Voice of the Customer Analysis
Marketing Research
Interests:
Private Equity
Financial Consulting
Real Estate
Investing
Asset Management
Baseball
Land Development
Health and Wellness
Capital Introduction/Raising
Wealth Management
Investment Management
Financial Consulting
Real Estate
Investing
Asset Management
Baseball
Land Development
Health and Wellness
Capital Introduction/Raising
Wealth Management
Investment Management
Languages:
Spanish
Arabic
French
Arabic
French
Certifications:
Bloomberg
Basel Raslan Greenwich, CT
View pageWork:
Kelmar Associates
Jun 2013 to 2000
Emerging Services Associate
The Coyle Company
Wellesley, MA
Feb 2013 to Apr 2013
Wealth Management Intern
CF Global Trading LLC
New York, NY
Jun 2009 to Jan 2013
Senior Intern to CFO & CCO
CF Global Trading LLC
New York, NY
May 2012 to Jul 2012
Business Development Intern
CF Global Trading LLC
London
May 2011 to Jul 2011
Financial Analyst and Operations Intern
Charles R. Weber Company Inc
Greenwich, CT
May 2009 to Jun 2009
Intern to Ship Brokerage
Jun 2013 to 2000
Emerging Services Associate
The Coyle Company
Wellesley, MA
Feb 2013 to Apr 2013
Wealth Management Intern
CF Global Trading LLC
New York, NY
Jun 2009 to Jan 2013
Senior Intern to CFO & CCO
CF Global Trading LLC
New York, NY
May 2012 to Jul 2012
Business Development Intern
CF Global Trading LLC
London
May 2011 to Jul 2011
Financial Analyst and Operations Intern
Charles R. Weber Company Inc
Greenwich, CT
May 2009 to Jun 2009
Intern to Ship Brokerage
Education:
Bentley University
Waltham, MA
2009 to 2013
Bachelors of Science in Finance and Liberal Studies
Waltham, MA
2009 to 2013
Bachelors of Science in Finance and Liberal Studies
Skills:
Business Development, Sales & Marketing, Financial Analysis, Audit