Resumes
Resumes
Vice President, Business Unit Manager, Private Wealth Management
View pageLocation:
501 Williamson Rd, Gladwyne, PA 19035
Industry:
Investment Management
Work:
Goldman Sachs
Vice President, Business Unit Manager, Private Wealth Management
Goldman Sachs 2010 - 2011
Associate, Business Unit Manager, Private Wealth Management
Goldman Sachs 2009 - 2010
Associate, Wealth Management Professional, Private Wealth Management
Russell Stephens 2002 - 2008
Managing Director, Strategic Markets
J.p. Morgan 2000 - 2001
Associate, Marketing Officer, Global Special Equities
Vice President, Business Unit Manager, Private Wealth Management
Goldman Sachs 2010 - 2011
Associate, Business Unit Manager, Private Wealth Management
Goldman Sachs 2009 - 2010
Associate, Wealth Management Professional, Private Wealth Management
Russell Stephens 2002 - 2008
Managing Director, Strategic Markets
J.p. Morgan 2000 - 2001
Associate, Marketing Officer, Global Special Equities
Education:
Boston College
Master of Business Administration, Masters, Finance
Master of Business Administration, Masters, Finance
Skills:
Management
Strategy
Recruiting
Customer Service
Sales
Leadership
Business Development
New Business Development
Account Management
Series 7
Series 9
Series 10
Series 66
Wealth Management
Finra
Securities
Corporate Events
Analysis
Strategy
Recruiting
Customer Service
Sales
Leadership
Business Development
New Business Development
Account Management
Series 7
Series 9
Series 10
Series 66
Wealth Management
Finra
Securities
Corporate Events
Analysis