Resumes
Resumes
None
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
UBS Financial Services - Weehawken, NJ since Feb 2012
Executive Director
Morgan Stanley Smith Barney - Purchase Oct 2008 - Jan 2012
Executive Director - Divisional Chief Operating Officer
Smith Barney - Rochester, NY May 2006 - Sep 2008
Branch Manager
Smith Barney - Ridgewood, NJ May 1998 - Apr 2006
Branch Manager
Executive Director
Morgan Stanley Smith Barney - Purchase Oct 2008 - Jan 2012
Executive Director - Divisional Chief Operating Officer
Smith Barney - Rochester, NY May 2006 - Sep 2008
Branch Manager
Smith Barney - Ridgewood, NJ May 1998 - Apr 2006
Branch Manager
Education:
University of Pennsylvania 1975 - 1979
Bachelor of Arts (BA), Economics
Bachelor of Arts (BA), Economics
Skills:
Alternative Investments
Estate Planning
Series 63
Financial Advisory
Leadership
Fixed Income
Bonds
Retirement Planning
Wealth Management Services
Series 3
Portfolio Management
Capital Markets
Derivatives
Investments
Relationship Management
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Uniform Combined State Law
Finra
Strategic Financial Planning
Investment Strategies
Asset Management
Wealth
Series 24
Etfs
Trading
Private Banking
Retirement
Series 65
Options
Series 7
Securities
Hedge Funds
Investment Management
Financial Markets
Estate Planning
Series 63
Financial Advisory
Leadership
Fixed Income
Bonds
Retirement Planning
Wealth Management Services
Series 3
Portfolio Management
Capital Markets
Derivatives
Investments
Relationship Management
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Uniform Combined State Law
Finra
Strategic Financial Planning
Investment Strategies
Asset Management
Wealth
Series 24
Etfs
Trading
Private Banking
Retirement
Series 65
Options
Series 7
Securities
Hedge Funds
Investment Management
Financial Markets
Sr. Vice President/Branch Manager At Citi Smith Barney
View pagePosition:
Sr. Vice President/Branch Manager at Citi Smith Barney
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Citi Smith Barney
Sr. Vice President/Branch Manager
Sr. Vice President/Branch Manager