Resumes
Resumes
Position:
Wealth Management Advisor. CRPC ® at Merrill Lynch
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work:
Merrill Lynch since Oct 2005
Wealth Management Advisor. CRPC
Stone & Youngberg 2003 - 2005
Senior Vice President
Wealth Management Advisor. CRPC
Stone & Youngberg 2003 - 2005
Senior Vice President
Education:
University of Arizona 1978 - 1981
BA, Economics; Spanish Newark Academy 1970 - 1975
College Prep Kellogg School of Management, Northwestern University
Executive, Mergers & Acquisitions
BA, Economics; Spanish Newark Academy 1970 - 1975
College Prep Kellogg School of Management, Northwestern University
Executive, Mergers & Acquisitions
Skills:
Equities
Risk Arbitrage
Hedge Funds
Investments
Portfolio Management
Series 7
Capital Markets
Alternative Investments
Asset Allocation
Mergers
Retirement
Financial Services
Investment Banking
Wealth Management
Securities
Mergers & Acquisitions
High Yield
Estate Planning
Valuation
Fixed Income
Series 63
Risk Arbitrage
Hedge Funds
Investments
Portfolio Management
Series 7
Capital Markets
Alternative Investments
Asset Allocation
Mergers
Retirement
Financial Services
Investment Banking
Wealth Management
Securities
Mergers & Acquisitions
High Yield
Estate Planning
Valuation
Fixed Income
Series 63
Interests:
Family, capital markets, investing, hiking, tennis, skiing, paddle boarding, art, poetry, reading, crosswords, board games, movies, and most sports events.
Honor & Awards:
First Team All-State Football New Jersey.
