Resumes
Resumes
Senior Wealth Strategy Associate, Associate Director
View pageLocation:
985 Amsterdam Ave, New York, NY 10025
Industry:
Financial Services
Work:
UBS Private Wealth Management since Feb 2009
Senior Wealth Strategy Associate, Authorized Officer
Morgan Stanley Private Wealth Management May 2002 - Feb 2009
Sales Associate
Senior Wealth Strategy Associate, Authorized Officer
Morgan Stanley Private Wealth Management May 2002 - Feb 2009
Sales Associate
Education:
Fordham University 1993 - 1997
BA, Theater Montgomery Blair
BA, Theater Montgomery Blair
Skills:
Series 7
Series 63
Uniform Combined State Law
Wealth Management
Asset Allocation
High Net Worth Individuals
Trading
Financial Services
Wealth Management Services
Securities
Investments
Financial Advisory
Retirement Planning
Investment Strategies
Capital Markets
Investment Advisory
Relationship Management
Asset Management
Series 63
Uniform Combined State Law
Wealth Management
Asset Allocation
High Net Worth Individuals
Trading
Financial Services
Wealth Management Services
Securities
Investments
Financial Advisory
Retirement Planning
Investment Strategies
Capital Markets
Investment Advisory
Relationship Management
Asset Management
Senior Sales Associate
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Morgan Stanley
Senior Sales Associate
Senior Sales Associate