Resumes
Resumes
Institutional Relationship Director
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Coalition Development
Institutional Relationship Director
J.p. Morgan 2011 - 2015
Global Investment Specialist, Hedge Fund Principals Team
J.p. Morgan 2009 - 2011
Research Associate, Investment Strategy Team
J.p. Morgan 2007 - 2009
Investment Banking Analyst, Natural Resources Team
Institutional Relationship Director
J.p. Morgan 2011 - 2015
Global Investment Specialist, Hedge Fund Principals Team
J.p. Morgan 2009 - 2011
Research Associate, Investment Strategy Team
J.p. Morgan 2007 - 2009
Investment Banking Analyst, Natural Resources Team
Education:
Villanova University 2003 - 2007
Bachelors, Bachelor of Science, English, Accounting, Finance
Bachelors, Bachelor of Science, English, Accounting, Finance
Skills:
Financial Modeling
Valuation
Financial Analysis
Equities
Corporate Finance
Investment Banking
Capital Markets
Bloomberg
Investments
Portfolio Management
Asset Management
Hedge Funds
Alternative Investments
Asset Allocation
Mutual Funds
Fixed Income
Data Analysis
Relationship Management
Valuation
Financial Analysis
Equities
Corporate Finance
Investment Banking
Capital Markets
Bloomberg
Investments
Portfolio Management
Asset Management
Hedge Funds
Alternative Investments
Asset Allocation
Mutual Funds
Fixed Income
Data Analysis
Relationship Management
Certifications:
Chartered Financial Analyst
Series 7
Series 63
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Series 7
Series 63
Cfa Institute
Financial Industry Regulatory Authority (Finra)
Senior Director, Customer Success
View pageLocation:
New York, NY
Industry:
Consumer Services
Work:
Sawyer
Senior Director, Customer Success
Resource America Jul 2010 - Aug 2017
Director of Operations
Resource America Jan 2008 - Jul 2010
Marketing Coordinator
Resource America May 2005 - Jan 2008
Analyst
Furnished Quarters Oct 2002 - May 2005
Senior Account Executive
Senior Director, Customer Success
Resource America Jul 2010 - Aug 2017
Director of Operations
Resource America Jan 2008 - Jul 2010
Marketing Coordinator
Resource America May 2005 - Jan 2008
Analyst
Furnished Quarters Oct 2002 - May 2005
Senior Account Executive
Education:
Trinity College - Hartford 1998 - 2002
Bachelors, Bachelor of Arts, English, Art History, French
Bachelors, Bachelor of Arts, English, Art History, French