Resumes
Resumes
Investment Specialist
View pageLocation:
Oceanside, NY
Industry:
Financial Services
Work:
J.p. Morgan
Investment Specialist
J.p. Morgan Nov 2015 - May 2018
Client Associate
Laidlaw & Company Uk Ltd. Jun 2015 - Oct 2015
Financial Consultant
Marist College Jan 2015 - May 2015
Equity Analyst at the Greystone Fund
Global Arena Capital Corp. Jan 2015 - Mar 2015
Wealth Management Intern
Investment Specialist
J.p. Morgan Nov 2015 - May 2018
Client Associate
Laidlaw & Company Uk Ltd. Jun 2015 - Oct 2015
Financial Consultant
Marist College Jan 2015 - May 2015
Equity Analyst at the Greystone Fund
Global Arena Capital Corp. Jan 2015 - Mar 2015
Wealth Management Intern
Education:
Marist College 2011 - 2015
Bachelors, Bachelor of Science, Business Administration, Finance Chaminade High School 2007 - 2011
Bachelors, Bachelor of Science, Business Administration, Finance Chaminade High School 2007 - 2011
Skills:
Microsoft Excel
Microsoft Word
Powerpoint
Accounting
Financial Analysis
Teamwork
Finance
Financial Accounting
Access
Bloomberg Terminal
Morningstar
Microsoft Word
Powerpoint
Accounting
Financial Analysis
Teamwork
Finance
Financial Accounting
Access
Bloomberg Terminal
Morningstar
Languages:
English
Spanish
Spanish
Certifications:
Nys Life, Accident, Health, and Travel Insurance License
Bloomberg Equity Essentials
Bloomberg Fixed Income Essentials
Series 7
Series 63
Series 66
License La-1334440
State of New York Department of Financial Services, License La-1334440
Bloomberg Lp
Financial Industry Regulatory Authority (Finra)
Bloomberg Equity Essentials
Bloomberg Fixed Income Essentials
Series 7
Series 63
Series 66
License La-1334440
State of New York Department of Financial Services, License La-1334440
Bloomberg Lp
Financial Industry Regulatory Authority (Finra)