Resumes
Resumes
Private Investor
View pageLocation:
72 Lake Waramaug Rd, Marble Dale, CT 06777
Industry:
Financial Services
Work:
Lake Waramaug
Private Investor
Cjs Securities Nov 2014 - May 2019
Senior Equity Analyst
Wr Hambrecht + Co May 2004 - Jan 2006
Consumer Analyst
Brean Murray & Co Feb 2003 - Feb 2004
Director of Research and Consumer Analyst
Fulcrum Global Partners Mar 2001 - Mar 2002
Director of Research
Private Investor
Cjs Securities Nov 2014 - May 2019
Senior Equity Analyst
Wr Hambrecht + Co May 2004 - Jan 2006
Consumer Analyst
Brean Murray & Co Feb 2003 - Feb 2004
Director of Research and Consumer Analyst
Fulcrum Global Partners Mar 2001 - Mar 2002
Director of Research
Education:
University of Virginia 1979 - 1983
Bachelors, Bachelor of Science, Commerce, Finance Jesuit High School of Tampa, Florida 1975 - 1979
Bachelors, Bachelor of Science, Commerce, Finance Jesuit High School of Tampa, Florida 1975 - 1979
Skills:
Hedge Funds
Equities
Valuation
Capital Markets
Financial Modeling
Private Equity
Alternative Investments
Portfolio Management
Financial Analysis
Investments
Mergers and Acquisitions
Corporate Finance
Asset Managment
Investment Banking
Strategic Financial Planning
Mergers
Asset Management
Mutual Funds
Excel
Bloomberg
Equities
Valuation
Capital Markets
Financial Modeling
Private Equity
Alternative Investments
Portfolio Management
Financial Analysis
Investments
Mergers and Acquisitions
Corporate Finance
Asset Managment
Investment Banking
Strategic Financial Planning
Mergers
Asset Management
Mutual Funds
Excel
Bloomberg
Certifications:
Cfa
Series 7
Series 63
Series 86
Series 87
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Series 7
Series 63
Series 86
Series 87
Cfa Institute
Financial Industry Regulatory Authority (Finra)