Resumes
Resumes
Business Development
View pageLocation:
New York, NY
Industry:
Investment Management
Work:
Sumzero, Inc.
Business Development
Merrill Lynch Aug 2015 - Jul 2018
Private Wealth Analyst - Relationship Management
Credit Suisse Jan 1, 2013 - May 1, 2013
Private Banking Relationship Associate
Credit Suisse Jul 1, 2012 - Jan 1, 2013
Holt Investment Products and Analytics
The Buster Report Jul 2011 - Jul 2012
Partner and Editor
Business Development
Merrill Lynch Aug 2015 - Jul 2018
Private Wealth Analyst - Relationship Management
Credit Suisse Jan 1, 2013 - May 1, 2013
Private Banking Relationship Associate
Credit Suisse Jul 1, 2012 - Jan 1, 2013
Holt Investment Products and Analytics
The Buster Report Jul 2011 - Jul 2012
Partner and Editor
Education:
Northeastern University 2007 - 2012
Bachelors, Bachelor of Science, Economics
Bachelors, Bachelor of Science, Economics
Skills:
Valuation
Investments
Portfolio Management
Strategy
Equities
Finance
Management
Analytics
Mutual Funds
Economics
Budgets
Trading
Investments
Portfolio Management
Strategy
Equities
Finance
Management
Analytics
Mutual Funds
Economics
Budgets
Trading
Interests:
Education
Health
Health
Languages:
Spanish
Certifications:
Series 7
Series 66
Series 66