Position:
Authorized Officer – Municipal Securities Regional Controlling & Reporting at UBS Wealth Management
Location:
Greater New York City Area
Work:
UBS Wealth Management
- Weehawken, NJ since Mar 2011
-
Authorized Officer – Municipal Securities Regional Controlling & Reporting
UBS Wealth Management
- New York, NY Oct 2008 - Mar 2011
-
Senior Associate – Municipal Securities Financial Reporting & Analysis
UBS Investment Bank
- New York, NY Aug 2007 - Oct 2008
-
Senior Accountant – Municipal Bond Business Unit Control
CITIGROUP Corporate and Investment Banking
- New York, NY Apr 2006 - Aug 2007
-
Senior Accountant – Municipal Syndication Product Control
UBS Painewebber
- New York, NY May 2003 - Jul 2003
-
MBA Summer Associate – Wealth Management
Fidelity Investments
- Boston, MA 2001 - 2002
-
Trust Accountant – Institutional Pricing & Cash Management Services
Fidelity Investments
- Boston, MA 1999 - 2001
-
Senior Accounting Analyst – Retail Pricing & Cash Management Services
Fidelity Investments
- Marlborough, MA 1998 - 1999
-
Participant Services Representative – Institutional Retirement Services
Chase Manhattan Bank
- Melville, NY Jun 1997 - Sep 1997
-
Corporate Lending Intern
Royal Bank of Scotland
- Edinburgh, United Kingdom Aug 1996 - Oct 1996
-
Banking Intern
Education:
Fordham University - Graduate School of Business Administration 2004 - 2005
MBA, Finance
Harvard University-Division of Continuing Education 1999 - 2002
Harvard University - Division of Continuing Education, Graduate course work in Economics
Hobart and William Smith Colleges 1994 - 1998
Bachelor of Arts, Major in History & Minor in English
The University of Edinburgh 1996 - 1996
Semester abroad, European History
Woodberry Forest School 1991 - 1994
The Buckley School
Interests:
Avid tennis player and fan
Certifications:
Licensed Municipal Securities Representative - Series 52, Financial Industry Regulatory Authority (FINRA)
Licensed General Securities Representative - Series 7, Financial Industry Regulatory Authority (FINRA)