Resumes
Resumes
Investment Portfolio Associate
View pageLocation:
153 north 8Th St, Lindenhurst, NY 11757
Industry:
Financial Services
Work:
Raymond James Mar 1, 2013 - Sep 2019
Wealth Management Specliaist, Registerd Sales Associate
Raymond James Mar 1, 2013 - Sep 2019
Investment Portfolio Associate
Bonds.com Dec 2007 - Sep 2008
Compliance Specialist
Northern Trust Corporation Apr 2007 - Dec 2007
Registered Sales Assistant
Merrill Lynch 2006 - Apr 2007
Registered Client Associate
Wealth Management Specliaist, Registerd Sales Associate
Raymond James Mar 1, 2013 - Sep 2019
Investment Portfolio Associate
Bonds.com Dec 2007 - Sep 2008
Compliance Specialist
Northern Trust Corporation Apr 2007 - Dec 2007
Registered Sales Assistant
Merrill Lynch 2006 - Apr 2007
Registered Client Associate
Education:
Iona College 1996 - 2000
Skills:
Compliance
Risk Management
Wealth Management
Fixed Income
Trading
Aml
Portuguese
Equities
Options
Portfolio Management
Series 7
Series 63
Risk Management
Wealth Management
Fixed Income
Trading
Aml
Portuguese
Equities
Options
Portfolio Management
Series 7
Series 63
Interests:
Children
Education
Environment
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Education
Environment
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Languages:
English
Portuguese
Portuguese
Certifications:
Wms
Aams
Aams
Anna Demaccino Boca Raton, FL
View pageWork:
CBG Financial Group
Boca Raton, FL
2010 to 2011
Registered Sales Assistant
Tradestation Securities
Plantation, FL
2008 to 2009
Registered Representative, CSR
Bonds.com, Inc
Boca Raton, FL
2007 to 2008
Compliance Specialist
Northern Trust Securities, Inc
Miami, FL
2007 to 2007
Registered Representative
Merrill Lynch
New York, NY
2006 to 2007
Registered Client Associate
The GMS Group, LLC
Miami, FL
2000 to 2005
Registered Sales Assistant
Boca Raton, FL
2010 to 2011
Registered Sales Assistant
Tradestation Securities
Plantation, FL
2008 to 2009
Registered Representative, CSR
Bonds.com, Inc
Boca Raton, FL
2007 to 2008
Compliance Specialist
Northern Trust Securities, Inc
Miami, FL
2007 to 2007
Registered Representative
Merrill Lynch
New York, NY
2006 to 2007
Registered Client Associate
The GMS Group, LLC
Miami, FL
2000 to 2005
Registered Sales Assistant
Education:
University of Sao Paulo
So Paulo, SP
2011
Portuguese
Iona College
New Rochelle, NY
1996 to 2000
Economics
So Paulo, SP
2011
Portuguese
Iona College
New Rochelle, NY
1996 to 2000
Economics