Resumes
Resumes
Director Of Collection And Training
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Merrill Lynch Aug 2016 - Jan 2018
Senior Portfolio Advisor
Mammon Realty & Investment Aug 2016 - Jan 2018
Chief Financial Officer and Director of Investment Strategy
Edward Jones Nov 2014 - Aug 2016
Financial Advisor
Ubs Aug 2013 - Dec 2014
Stock Option Advisor and Senior Advisor
Merrill Lynch Jun 2010 - Aug 2013
Assistant Vice President
Senior Portfolio Advisor
Mammon Realty & Investment Aug 2016 - Jan 2018
Chief Financial Officer and Director of Investment Strategy
Edward Jones Nov 2014 - Aug 2016
Financial Advisor
Ubs Aug 2013 - Dec 2014
Stock Option Advisor and Senior Advisor
Merrill Lynch Jun 2010 - Aug 2013
Assistant Vice President
Education:
Drexel University Jun 2007
Master of Education, Masters Drexel University 2006 - 2007
Masters, Teaching, Elementary Education, Education Temple University 2004 - 2005
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government College Planning
Master of Education, Masters Drexel University 2006 - 2007
Masters, Teaching, Elementary Education, Education Temple University 2004 - 2005
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government College Planning
Skills:
Management
Portfolio Management
Leadership
Financial Advisory
Investment Strategies
Customer Service
Public Speaking
Strategic Planning
Microsoft Office
Business Process Improvement
Project Management
Strategy
Finance
Microsoft Excel
Business Development
Team Building
Business Analysis
Sales
Trading
Finra
Marketing
Investments
Risk Management
Financial Analysis
Financial Services
Portfolio Management
Leadership
Financial Advisory
Investment Strategies
Customer Service
Public Speaking
Strategic Planning
Microsoft Office
Business Process Improvement
Project Management
Strategy
Finance
Microsoft Excel
Business Development
Team Building
Business Analysis
Sales
Trading
Finra
Marketing
Investments
Risk Management
Financial Analysis
Financial Services
Languages:
Hebrew
Certifications:
Personal Investment Advisor
Director Of Collection And Training At Money Management Institute
View pagePosition:
Director of Collection and Training at MONEY MANAGEMENT INSTITUTE
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work:
MONEY MANAGEMENT INSTITUTE since Dec 2005
Director of Collection and Training
"I CAN SEE CLEARLY NOW" Window cleaning May 2003 - Oct 2006
Office Manager
ACADEMY COLLECTION SERVICE Jul 1998 - Dec 2005
Assistant Supervisor
MIRIAM DEVELOPMENT, Jun 1997 - Dec 2000
Associate broker, and Technology advisor
Director of Collection and Training
"I CAN SEE CLEARLY NOW" Window cleaning May 2003 - Oct 2006
Office Manager
ACADEMY COLLECTION SERVICE Jul 1998 - Dec 2005
Assistant Supervisor
MIRIAM DEVELOPMENT, Jun 1997 - Dec 2000
Associate broker, and Technology advisor
Education:
Drexel University 2006 - 2007
MASTERS, EDUCATION Temple University 2004 - 2005
Bachelor Degree, Political Science, and Jewish Studies
MASTERS, EDUCATION Temple University 2004 - 2005
Bachelor Degree, Political Science, and Jewish Studies