Ceteris Portfolio Services
Vice President of Finance
Broad Street Holdings Llc
Senior Vice President
Innovant Investment Group May 2015 - May 2017
Senior Financial Analyst
Bank & Slater Advisory Group May 2015 - May 2017
Managing Partner
J.p. Morgan Asset Management Jan 2014 - Apr 2014
Listed Options Specialist
Education:
Drexel University 2008 - 2010
Master of Science, Masters, Finance
California State University, Northridge 2001 - 2006
Bachelors, Bachelor of Science, Finance
Skills:
Banking Equities Investments Retirement Planning Financial Analysis Wealth Management Mutual Funds Strategic Financial Planning Customer Service Financial Modeling Portfolio Management Derivatives Capital Markets Mergers and Acquisitions Due Diligence Analysis Forecasting Valuation Private Equity
2011 to 2000 AnalystInvestor, PRINCETON CAPTIAL HOLDINGS LLC Philadelphia, PA 2008 to 2010 Owner/InvestorBANK OF AMERICA Wayne, PA 2008 to 2009 Bank TellerROSIES BBQ GRILLERY Chatsworth, CA 2002 to 2007 Manager
Education:
DREXEL UNIVERSITY Philadelphia, PA 2010 Master of Science in FinanceCALIFORNIA STATE UNIVERSITY Northridge, CA 2007 Bachelor of Science in Finance