Position:
Client Associate at UBS Financial Services Inc.
Work:
UBS Financial Services Inc.
since Jun 2013
-
Client Associate
UBS Financial Services Inc.
- One Post Office Square Boston, MA 02109 Aug 2010 - May 2013
-
Wealth Management Intern
MW Financial Group Ltd.
- Hartford, Connecticut Area May 2010 - Aug 2010
-
Insurance/Financial Planning Intern
Education:
Northeastern University 2008 - 2013
Bachelor of Science (B.S.), Finance
Longmeadow High School 2004 - 2008
Skills:
Microsoft Excel, PowerPoint, Thomson One, Bloomberg Terminal, Wealth Management Services, Written & Oral Presentation Skills, Team Leadership, Investments, Mergers & Acquisitions, Strategic Financial Planning