JP Morgan - Greater New York City Area Jul 2007 - Sep 2012
Product Specialist
Morgan Stanley - Greater New York City Area Dec 2006 - Jul 2007
Fund Service Administration Representative
Olympia Capital - Greater New York City Area Apr 2006 - Oct 2006
Fund Service Administration Representative
Oppenheimer & Co. - Greater New York City Area Nov 2003 - Apr 2006
Client Service Representative
Education:
Penn State University 1993
Bachelor of Arts (B.A.)
Skills:
Excel Hedge Funds Microsoft Office Word Due Diligence Problem Solving Compliance Accounting Customer Relations Customer Service Outlook Equities PowerPoint Asset Management Securities Alternative Investments Public Speaking Microsoft Excel Presentations Training Training Delivery WebEx Adobe Connect Webinars Product Demonstration Asset Managment Bloomberg Prime Brokerage Middle Office Derivatives Electronic Trading Fixed Income Options Series 7 Trading Systems