Resumes
Resumes
Assistant Vice President - Financial Reporting
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
E*Trade Nov 2010 - Oct 2015
Lead Analyst
Cerberus Capital Management Nov 2010 - Oct 2015
Assistant Vice President - Financial Reporting
Lime Brokerage Jun 2009 - Aug 2009
Asset Management Internship
Merrill Lynch Jun 2007 - Aug 2007
Wealth Management Internship
Lead Analyst
Cerberus Capital Management Nov 2010 - Oct 2015
Assistant Vice President - Financial Reporting
Lime Brokerage Jun 2009 - Aug 2009
Asset Management Internship
Merrill Lynch Jun 2007 - Aug 2007
Wealth Management Internship
Education:
Emory University 2006 - 2010
Bachelors, Economics Tenafly High School (Class of 2006) 2002 - 2006
Bachelors, Economics Tenafly High School (Class of 2006) 2002 - 2006
Skills:
Series 7
Financial Analysis
Financial Services
Securities
Wealth Management
Data Analysis
Asset Management
Financial Risk
Regulatory Reporting
Financial Reporting
Relationship Management
Finance
Equities
Microsoft Excel
Research
Financial Analysis
Financial Services
Securities
Wealth Management
Data Analysis
Asset Management
Financial Risk
Regulatory Reporting
Financial Reporting
Relationship Management
Finance
Equities
Microsoft Excel
Research
Interests:
Tennis
Poker
Investing
Poker
Investing
Certifications:
Chartered Financial Analyst (Cfa)
Alternative Investment Analyst Charter (Caia Charter)
Passed All 3 Levels of the Cfa Program
Series 7 (General Securities Representative)
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Alternative Investment Analyst Charter (Caia Charter)
Passed All 3 Levels of the Cfa Program
Series 7 (General Securities Representative)
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Alan Rivkin Tenafly, NJ
View pageWork:
E*Trade Clearing, LLC
Jul 2013 to 2000
Analyst - Securities Balance and Control Group
E*TRADE Clearing, LLC
Jersey City, NJ
Sep 2011 to Jul 2013
Analyst - Stock Transfer Middle Office
E*TRADE Clearing, LLC
Jersey City, NJ
Nov 2010 to Aug 2011
Specialist - Client Correspondence
iFaux and AUM Couture
Tenafly, NJ
May 2010 to Nov 2010
Associate - Marketing
Lime Brokerage
New York, NY
Jun 2009 to Aug 2009
Intern -Asset Management
Merrill Lynch
New York, NY
Jun 2007 to Aug 2007
Intern - Private Wealth Management
Jul 2013 to 2000
Analyst - Securities Balance and Control Group
E*TRADE Clearing, LLC
Jersey City, NJ
Sep 2011 to Jul 2013
Analyst - Stock Transfer Middle Office
E*TRADE Clearing, LLC
Jersey City, NJ
Nov 2010 to Aug 2011
Specialist - Client Correspondence
iFaux and AUM Couture
Tenafly, NJ
May 2010 to Nov 2010
Associate - Marketing
Lime Brokerage
New York, NY
Jun 2009 to Aug 2009
Intern -Asset Management
Merrill Lynch
New York, NY
Jun 2007 to Aug 2007
Intern - Private Wealth Management
Education:
Emory University
Atlanta, GA
May 2010
Bachelor of Arts in Economics
Atlanta, GA
May 2010
Bachelor of Arts in Economics