Resumes
Resumes

Vp, Strategy And Client Development
View pageLocation:
Garden City, NY
Industry:
Retail
Work:
Retail Worx
Senior Manager, Business Development
Hcm
Business Development and Investor Relations
Credit Suisse Aug 1, 2013 - May 2016
Business Analyst Dedicated To Chief Executive Officer of Private Banking Americas
Credit Suisse Jul 2012 - Aug 2013
Relationship Associate, Private Banking North America
Ubs Oct 2011 - Jan 2012
Wealth Management Intern
Senior Manager, Business Development
Hcm
Business Development and Investor Relations
Credit Suisse Aug 1, 2013 - May 2016
Business Analyst Dedicated To Chief Executive Officer of Private Banking Americas
Credit Suisse Jul 2012 - Aug 2013
Relationship Associate, Private Banking North America
Ubs Oct 2011 - Jan 2012
Wealth Management Intern
Education:
Bentley University 2011 - 2012
Master of Business Administration, Masters, Finance Bentley University 2007 - 2011
Bachelors, Bachelor of Science, Corporate Finance, Accounting
Master of Business Administration, Masters, Finance Bentley University 2007 - 2011
Bachelors, Bachelor of Science, Corporate Finance, Accounting
Skills:
Retirement Planning
Analysis
Equities
Finance
Wealth Management
Financial Modeling
Investments
Risk Management
Financial Analysis
Bloomberg
Valuation
Mutual Funds
Retirement
Crm
Trading
Series 7
Portfolio Management
Analysis
Equities
Finance
Wealth Management
Financial Modeling
Investments
Risk Management
Financial Analysis
Bloomberg
Valuation
Mutual Funds
Retirement
Crm
Trading
Series 7
Portfolio Management
