Location:
570 Logan Ave, Bronx, NY 10465
Work:
Pershing, A Bny Mellon Company
Vice President
Lockwood Advisors, Inc.
Vice President
Macquarie Group
Mar 2014 - Aug 2016
Assistant Vice President
Barclays Investment Bank
Sep 2011 - Mar 2014
Assistant Vice President
Ey
Oct 2006 - Sep 2011
Senior Auditor
Education:
Emory University - Goizueta Business School 2002 - 2006
Bachelors, Bachelor of Business Administration, Accounting, Finance
Radnor High School 1998 - 2002
Emory University - Goizueta Business School 1990 - 1994
Bachelors, Bachelor of Business Administration
Emory University - Goizueta Business School 1967 - 1970
Bachelors, Bachelor of Business Administration
Emory University - Goizueta Business School
Skills:
Hedge Funds, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Credit Analysis, Financial Analysis, Valuation, Asset Managment, Financial Reporting, Portfolio Management, Investment Strategies, Separately Managed Accounts, Risk Management, Investments, Due Diligence
Certifications:
Cfa
Series 7
Investment Adviser Representative