Resumes
Resumes
Location:
Miami, FL
Industry:
Financial Services
Work:
Ubs
Senior Wealth Strategy Associate
Bernstein Private Wealth Management Jan 2012 - Oct 2015
Private Client Associate
Scottrade Jan 2008 - Jan 2008
Stockbroker
Senior Wealth Strategy Associate
Bernstein Private Wealth Management Jan 2012 - Oct 2015
Private Client Associate
Scottrade Jan 2008 - Jan 2008
Stockbroker
Education:
Lynn University 2015
Master of Business Administration, Masters, Management University of South Florida 2008
Bachelors, Economics
Master of Business Administration, Masters, Management University of South Florida 2008
Bachelors, Economics
Skills:
Wealth Management
Retirement Planning
Financial Services
Management
Business Analysis
Asset Allocation
Investment Strategies
Customer Service
Equities
Fixed Income
Securities
Project Management
Retirement Planning
Financial Services
Management
Business Analysis
Asset Allocation
Investment Strategies
Customer Service
Equities
Fixed Income
Securities
Project Management
Certifications:
Ubs Financial Services Inc. Important Notices
Location:
Miami, FL
Industry:
Financial Services
Work:
Bernstein Private Wealth Management
Senior Private Client Associate
Pelican Harbor Seabird Station
Treasurer, Member of the Board of Directors
Senior Private Client Associate
Pelican Harbor Seabird Station
Treasurer, Member of the Board of Directors