Position:
Licensed Regional Private Banker at Wells Fargo ÃÂÃÂ Private Banking Division
Location:
Greater New York City Area
Work:
Wells Fargo ÃÂÃÂÃÂÃÂ Private Banking Division
since Jan 2007
-
Licensed Regional Private Banker
Oppenheimer & Company ÃÂÃÂÃÂÃÂ Wealth Management Division
Jan 2005 - Jan 2007
-
Registered Financial Client Associate
Education:
Iona College
MBA, Finance
Iona College
Bachelors of Business Administration ÃÂÃÂÃÂÃÂ, Marketing
Skills:
asset management, banking, credit risk, customer relations, direct marketing, due diligence, equities, executive management, financial planning, fixed income, forecasting, insurance, meeting facilitation, microsoft access, profit, sales
Interests:
ÃÂâÃÂÃÂÃÂâ St. BaldrickÃÂâÃÂÃÂÃÂÃÂs Foundation - active volunteer promoting support for childhood cancer research
ÃÂâÃÂÃÂÃÂâ Hagan School of Business Finance Professionals Club member
ÃÂâÃÂÃÂÃÂâ Interests include: competitive sports (golf, tennis), traveling, and reading