Position:
Proprietor at Cafe Toscano, Financial Advisor at Oppenheimer & Co.
Location:
Cleveland/Akron, Ohio Area
Work:
Cafe Toscano
- Aurora, OH since May 2009
-
Proprietor
Oppenheimer & Co.
since Jan 2009
-
Financial Advisor
China America Financial Communications Group
Jun 2008 - Nov 2008
-
Vice President
Winning IR
Nov 2007 - Jun 2008
-
Investor Relations
Avian Securities
Aug 2007 - Nov 2007
-
Associate
Oppenheimer & Co.
Jun 2006 - Aug 2006
-
Alternative Investments Group
Oppenheimer & Co.
Jun 2005 - Aug 2005
-
Syndicate
Education:
Syracuse University 2003 - 2007
BS - Dual Major, Finance and Information Management and Technology
Beachwood 1999 - 2003
Skills:
Series 7, Series 66, Investments, Uniform Combined State Law, Alternative Investments, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Investment Banking, Finance, Investor Relations, Due Diligence, Financial Services, Series 63, Asset Allocation, Equities, Securities, Strategic Financial Planning