Position:
Wealth Management Advisor at UBS Wealth Management
Location:
Greater New York City Area
Work:
UBS Wealth Management
since Apr 2013
-
Wealth Management Advisor
Merrill Edge
- Pennington, New Jersey Feb 2011 - Apr 2013
-
Financial Solutions Advisor
AXA Advisors, LLC
- Woodbridge, New Jersey Oct 2010 - Feb 2011
-
Financial Advisor
Opus Trading Fund LLC
- New York, New York Oct 2007 - Aug 2010
-
Proprietary Funds Analyst/Portfolio Manager
Sun Federal Credit Union
- Philadelphia, Pennsylvania Jun 2007 - Sep 2007
-
Loan Officer
United Teletech Financial Federal Credit Union
- Tinton Falls, New Jersey Jun 2006 - Jun 2007
-
Financial Services Representative
Education:
Penn State University 2001 - 2005
Bachelor of Arts, General Arts
CFA Level 1 Candidate
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Investments, Equity Trading, Trading Strategies, Customer Experience, Customer Acquisition, Customer Service, Sales Process
Certifications:
FINRA Series 7
FINRA Series 66