Position:
Financial Operations Specialist at ExpertPlan
Location:
Greater New York City Area
Work:
ExpertPlan
since Nov 2011
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Financial Operations Specialist
Third Avenue Management LLC.
Mar 2000 - Nov 2008
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Portfolio Trader
M.J. Whitman
Oct 1997 - Mar 2000
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Assistant Equity Trader
M.J. Whitman Inc.
Dec 1993 - Oct 1997
-
Purchase & Sales Liaison/Trade Support
Reich & Company
Apr 1991 - Dec 1993
-
Supervisor, Branch Operations
reich & company, inc
Apr 1991 - Dec 1993
-
Branch Operations
Wedbush, Morgan Securities
Aug 1987 - Oct 1989
-
Supervisor, Listed Order Desk
WEDBUSH, MORGAN SECURITIES, INC
Aug 1987 - Oct 1989
-
Order Desk
Bear Stearns & Company
Feb 1981 - Aug 1987
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Executive Sales Assistant
BEAR STEARNS & COMPANY
Jan 1981 - Aug 1987
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Executive Sales AssistantAssistant to Partner and major sales producer
Skills:
Equities, Portfolio Management, Bloomberg, Wealth Management, Securities, Trading, Investment Banking