Position:
Financial Advisor at Merrill Lynch
Work:
Merrill Lynch
- Greater New York City Area since Jun 2011
-
Financial Advisor
Merrill Lynch
- Greater New York City Area Feb 2011 - May 2011
-
Wealth Management Intern
Education:
Princeton University 2002 - 2006
BA, Economics
Baruch College - Zicklin School of Business 2009 - 2011
MS, Accounting
Great Neck North High School 1998 - 2002
Certifications:
Series 7: General Securities Representative, FINRA
Series 66: Uniform Combined State Law, FINRA
CSNA: Certified Special Needs Advisor, Merrill Lynch University Special Needs Training Program
Life, Accident, and Health Insurance, Variable Annuities, State of New York Department of Financial Services
Certified Public Accountant, MA Board of Public Accountancy