Position:
Global Economic Research Financial Consulting at LVM GLOBAL
Work:
LVM GLOBAL
- Financial Entrepreneurship Freelance Consultant: investment solutions advisor since Jan 2012
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Global Economic Research Financial Consulting
LGS Financial: Wealth Management LLC
- Glastonbury, CT Sep 2010 - Jun 2011
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Financial Researcher & Licensed Financial Advisor Apprentice
Commonwealth Financial Network
- Waltham, MA Sep 2010 - Jun 2011
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Affiliation: Registered Representative /Licensed Prospective FA Rep
LinkIt!
Jul 2010 - Sep 2010
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Database Management and Analysis
Connecticut Center for Survey Research
- Storrs, CT Aug 2008 - Dec 2009
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Interim Director, Call Center Operations
Amazon.com / SMX
Apr 2008 - Aug 2008
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Processing Coordinator Specialist
Education:
The University of Connecticut 2008 - 2011
Bachelor of Arts (BA) [CUM LAUDE], Applied Economics
Ludwig Von Mises Institute
Independent Research, Understanding Past the Models: Business Cycle Analysis
Souhegan High School 2004 - 2008
Skills:
Wealth Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Markets, SQL, Linux, Equity Research, Client, Strategic Financial Planning, Financial Advisory, Negotiation, Relationship Management, Logic, International Economics, Economic Forecasting, Market Analysis, Financial Advising, Investment Management, Risk Assessment, Business Analysis, Account Management, Capital Markets, Econometric Modeling, Tactical Asset Allocation, Quantitative Analysis, Technical Analysis, Financial Planning, Agent-based Modeling, Financial Reporting, Oscillators, Data Analysis, Investment Banking, Debt Structuring, SEC filings, Foreign Exchange Management, Global Strategy, Fiduciary Liability, Monetary Policy, Visual C#, Client 360, Morningstar, MS Office Suite, Stata, Nutritional Counseling, Medical Nutrition Therapy, Supplemental Health, Sports Nutrition
Honor & Awards:
BA, Cum Laude , Economics, University of Connecticut
Granted NSCS Honors Society membership,
Granted ALD Honors Society membership,
Named a New England Scholar for the 2009 + 2010 Calender Year
Languages:
English, Italian, Spanish
Awards:
Cum Laude
University of Connecticut
Graduated with Honors
Recognition for Excellence in Negotiation Skills
oDesk
Recognition for ranking top 10% among contracting sales professionals in for demonstrating excellence in negotiation and achieving placement greater than 93rd percentile on the Qualified Situational Negotiation Skill Assessment
New England Scholar
University of Connecticut
For demonstrating excellence in academic ability by ranking top 5% in class in given calender year.
Certifications:
General Securities Representative (Series 7), FINRA