Amanda M Pennfield from Remsenburg, NY, age 37

Resumes

Wealth Advisor Associate

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Location:

New York, NY

Industry:

Financial Services

Work:

Wells Fargo Advisors, LLC - New York, NY since Aug 2010
Registered Client Associate
85 Broads 2009 - 2013
Member
JPM Asset Management - New York, NY 2009 - 2010
J.P. Morgan, Private Wealth Management, Analyst
Morgan Stanley - New York, NY May 2008 - Aug 2008
Prime Brokerage, Client Service Summer Analyst
Disney ABC Television Group - New York, NY Jun 2006 - Aug 2006
Disney ABC Media Networks, Good Morning America, Green Room Intern

Education:

University of Virginia 2005 - 2009
McIntire School of Commerce, B.S., Finance and Management

Skills:

Bloomberg Certified
Outlook Express
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Coding Languages
Spanish
Mandarin
Investments
Financial Services
Bloomberg
Valuation
Financial Modeling
Finance
Hedge Funds
Leadership
Portfolio Management
Series 7
Asset Management
Financial Analysis
Equities
Mutual Funds
Wealth Management
Public Speaking
Trading
Securities
Management
Fixed Income
Capital Markets
Financial Advisory
Risk Management
Due Diligence
Alternative Investments
Financial Planning
Financial Markets
Investment Strategies
Business Development
Investor Relations
Strategic Planning

Interests:

Golf
Sports
Squash
Tennis

Certifications:

Series 7 - General Securities Representative Examination
Series 63 - Uniform Securities Agent State Law Examination
Insurance License - Life, Accident & Health
Intro To Python For Finance Course
Series 66- Uniform Combined State Law Examination