Position:
Vice President, Wealth Management Team Banker at Merrill Lynch
Work:
Merrill Lynch
- New York, NY since Apr 2013
Vice President, Wealth Management Team Banker
Morgan Stanley
- New York, NY May 2010 - Apr 2013
Associate Vice President - Private Banking
GE edgelab
- Stamford, CT Jan 2010 - Apr 2010
Research Analyst
Burdale Capital Finance
- Stamford, CT Sep 2008 - Aug 2009
Analyst
Bank of Ireland
- Stamford, CT (Dublin, Ireland May 2007 - July 2007) Mar 2007 - Sep 2008
Analyst - International Corporate Banking
Morgan Stanley
- Purchase, NY Aug 2005 - Mar 2007
Associate - Equity Sales
Morgan Stanley
- Darien, CT Jun 2004 - Aug 2005
Financial Advisor
Education:
The University of Connecticut School of Business 2009 - 2012
MBA, Finance
Ecole de Management de Lyon / EM Lyon 2012 - 2012
MBA Course, Global Strategy
The University of Connecticut 2000 - 2004
BA, English
Skills:
Series 7, Fixed Income, Equities, Wealth Management, Bloomberg, Series 63, Investments, Private Banking, Financial Modeling, Capital Markets, Hedge Funds, Portfolio Management, Credit, Securities, Credit Analysis, Asset Managment, Derivatives, Corporate Finance, Asset Management