Resumes
Resumes
Senior Investment Consultant And Director
View pageLocation:
14 Mayberry Dr, Westborough, MA 01581
Industry:
Financial Services
Work:
River and Mercantile Solutions Us
Senior Investment Consultant and Director
P-Solve Us Mar 2007 - Dec 2011
Senior Investment Analyst
P-Solve Us Mar 2007 - Dec 2011
Investment Consultant and Associate Director
Citizens Bank Dec 2003 - Jun 2007
Investment Banker I and Ii
Senior Investment Consultant and Director
P-Solve Us Mar 2007 - Dec 2011
Senior Investment Analyst
P-Solve Us Mar 2007 - Dec 2011
Investment Consultant and Associate Director
Citizens Bank Dec 2003 - Jun 2007
Investment Banker I and Ii
Education:
Clark University 2002 - 2006
Bachelors, Bachelor of Arts, Economics, International Relations Clark University 2005 - 2006
Master of Science, Masters, Finance
Bachelors, Bachelor of Arts, Economics, International Relations Clark University 2005 - 2006
Master of Science, Masters, Finance
Skills:
Investments
Asset Management
Asset Allocation
Mutual Funds
Financial Modeling
Fixed Income
Excel
Alternative Investments
Financial Analysis
Bloomberg
Hedge Funds
Portfolio Management
Equities
Derivatives
Investment Advisory
Valuation
Due Diligence
Fundamental Analysis
401K
Etfs
Microsoft Excel
Pensions
Asset Management
Asset Allocation
Mutual Funds
Financial Modeling
Fixed Income
Excel
Alternative Investments
Financial Analysis
Bloomberg
Hedge Funds
Portfolio Management
Equities
Derivatives
Investment Advisory
Valuation
Due Diligence
Fundamental Analysis
401K
Etfs
Microsoft Excel
Pensions
Languages:
Polish
Portuguese
Portuguese
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Investment Consultant / Associate Director At P-Solve
View pagePosition:
Investment Consultant / Associate Director at P-Solve
Location:
United States
Industry:
Financial Services
Work:
P-Solve - Waltham, MA since Dec 2011
Investment Consultant / Associate Director
P-Solve - Framingham, MA Mar 2007 - Dec 2011
Senior Investment Analyst
Citizens Bank - Westborough, MA Dec 2003 - Jun 2007
Investment Banker I/II
Investment Consultant / Associate Director
P-Solve - Framingham, MA Mar 2007 - Dec 2011
Senior Investment Analyst
Citizens Bank - Westborough, MA Dec 2003 - Jun 2007
Investment Banker I/II
Education:
Clark University 2005 - 2006
Master of Science (MS), Finance Clark University 2002 - 2006
Bachelor of Arts (BA), Economics / International Relations
Master of Science (MS), Finance Clark University 2002 - 2006
Bachelor of Arts (BA), Economics / International Relations
Skills:
Excel
Investments
Asset Allocation
Financial Modeling
Fixed Income
Bloomberg
Hedge Funds
Alternative Investments
Pensions
Equities
Portfolio Management
Financial Analysis
Derivatives
Investment Advisory
Valuation
Due Diligence
Fundamental Analysis
Investments
Asset Allocation
Financial Modeling
Fixed Income
Bloomberg
Hedge Funds
Alternative Investments
Pensions
Equities
Portfolio Management
Financial Analysis
Derivatives
Investment Advisory
Valuation
Due Diligence
Fundamental Analysis
Languages:
Polish