Resumes
Resumes
Senior Manager
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
RBC Royal Bank Jun 2008 - Jan 2012
Senior Manager
Citibank - Greater New York City Area 2004 - 2008
Director
UBS Wealth Management May 2000 - Mar 2004
Director
JP Morgan Asset Management Jun 1989 - May 2000
Vice President
Senior Manager
Citibank - Greater New York City Area 2004 - 2008
Director
UBS Wealth Management May 2000 - Mar 2004
Director
JP Morgan Asset Management Jun 1989 - May 2000
Vice President
Education:
Fordham University 1975 - 1979
BA, Economics LIberal Arts
BA, Economics LIberal Arts
Skills:
Investments
Wealth
Wealth Management
Private Banking
Financial Advisory
Banking
Risk Management
Asset Management
Corporate Finance
Valuation
Portfolio Management
Financial Planning
Credit Risk
Capital Markets
Aml
Derivatives
Asset Managment
Finance
Strategic Financial Planning
Estate Planning
Asset Allocation
Alternative Investments
Fixed Income
Strategy
Equities
Hedge Funds
Management
Financial Services
Financial Markets
Securities
Mutual Funds
Private Equity
Investment Advisory
Wealth Management Services
Wealth
Wealth Management
Private Banking
Financial Advisory
Banking
Risk Management
Asset Management
Corporate Finance
Valuation
Portfolio Management
Financial Planning
Credit Risk
Capital Markets
Aml
Derivatives
Asset Managment
Finance
Strategic Financial Planning
Estate Planning
Asset Allocation
Alternative Investments
Fixed Income
Strategy
Equities
Hedge Funds
Management
Financial Services
Financial Markets
Securities
Mutual Funds
Private Equity
Investment Advisory
Wealth Management Services
Languages:
English
Spanish
French
Spanish
French
Certifications:
Series 7 and 63
License 4208184
License 4208184