Resumes
Resumes
Senior Specialist
View pageLocation:
West Chester, PA
Industry:
Financial Services
Work:
Mmbb Financial Services
Senior Specialist
Prudential Financial
Financial Services Practice at the Prudential Insurance Company of America
Satuit Capital Management 2009 - 2015
Director, National Account Manager, Portfolio Specialist
Ubs 1989 - 2008
Director - Investment Management Analyst
Senior Specialist
Prudential Financial
Financial Services Practice at the Prudential Insurance Company of America
Satuit Capital Management 2009 - 2015
Director, National Account Manager, Portfolio Specialist
Ubs 1989 - 2008
Director - Investment Management Analyst
Education:
Nyu Stern School of Business
Pace University
Pace University
Skills:
Series 7
Wealth Management
Alternative Investments
Asset Management
Equities
Investments
Fixed Income
Portfolio Management
Financial Services
Asset Allocation
Securities
Trading
Property and Casualty Insurance
Commercial Insurance
Life Insurance
Health Insurance
General Insurance
Chartered Institute of Management Accountants
Etfs
Tactical Asset Allocation
Separate Accounts
Wealth Management
Alternative Investments
Asset Management
Equities
Investments
Fixed Income
Portfolio Management
Financial Services
Asset Allocation
Securities
Trading
Property and Casualty Insurance
Commercial Insurance
Life Insurance
Health Insurance
General Insurance
Chartered Institute of Management Accountants
Etfs
Tactical Asset Allocation
Separate Accounts
Languages:
English
Spanish
Spanish