Resumes
Resumes
Independent Contractor
View pageLocation:
149 Litchfield Rd, Edgartown, MA 02539
Industry:
Financial Services
Work:
Independent Contractor
Lone Oak Sc
Construction Manager
Edward Jones Jan 2018 - Jun 2018
Financial Advisor
Citi Oct 1, 2014 - Jan 2017
Assistant Vice President, Law Firm Group Private Banker
J.p. Morgan Jul 2011 - Jun 2013
Associate
Education:
Kent School
Bentley University
Bachelors, Bachelor of Science, Finance
Bentley University
Bachelors, Bachelor of Science, Finance
Skills:
Management
Financial Services
Investments
Finance
Financial Analysis
Equities
Hedge Funds
Capital Markets
Portfolio Management
Fixed Income
Alternative Investments
Investment Banking
Asset Management
Derivatives
Mutual Funds
Financial Services
Investments
Finance
Financial Analysis
Equities
Hedge Funds
Capital Markets
Portfolio Management
Fixed Income
Alternative Investments
Investment Banking
Asset Management
Derivatives
Mutual Funds
Certifications:
Series 7
Series 63
Series 65
License 837203
Mortgage Loan Originator
Series 63
Series 65
License 837203
Mortgage Loan Originator
Colin Johannessen New York, NY
View pageWork:
JP Morgan Private Bank
New York, NY
Jul 2011 to Jun 2013
Investor Associate - EMEA NY - Global Clients Group
UBS Financial Services
New York, NY
Jan 2008 to Jan 2011
Client Service Associate - Gabriele Wealth Management
Corporate Employee Financial Services Intern
Jun 2006 to 2007
Global Industrials Group
Jun 2005 to Aug 2005
Investment Banking Financial Analyst Intern
New York, NY
Jul 2011 to Jun 2013
Investor Associate - EMEA NY - Global Clients Group
UBS Financial Services
New York, NY
Jan 2008 to Jan 2011
Client Service Associate - Gabriele Wealth Management
Corporate Employee Financial Services Intern
Jun 2006 to 2007
Global Industrials Group
Jun 2005 to Aug 2005
Investment Banking Financial Analyst Intern
Education:
Bentley University
Dec 2007
Bachelor of Science in Finance
Dec 2007
Bachelor of Science in Finance
Colin Johannessen New York, NY
View pageWork:
JP Morgan Private Bank
New York, NY
Jul 2011 to Jun 2013
Investor Associate - EMEA NY - Global Clients Group
UBS Financial Services
New York, NY
Jan 2008 to Jan 2011
Client Service Associate - Gabriele Wealth Management
UBS Financial Services
New York, NY
Jun 2006 to 2007
Corporate Employee Financial Services Intern
UBS Financial Services - Global Industrials Group
New York, NY
Jun 2005 to Aug 2005
Investment Banking Financial Analyst Intern
New York, NY
Jul 2011 to Jun 2013
Investor Associate - EMEA NY - Global Clients Group
UBS Financial Services
New York, NY
Jan 2008 to Jan 2011
Client Service Associate - Gabriele Wealth Management
UBS Financial Services
New York, NY
Jun 2006 to 2007
Corporate Employee Financial Services Intern
UBS Financial Services - Global Industrials Group
New York, NY
Jun 2005 to Aug 2005
Investment Banking Financial Analyst Intern
Education:
Bentley University
Dec 2007
Bachelor of Science in Finance
Dec 2007
Bachelor of Science in Finance