Sifwell Capital Management
Managing Director
Cibc Us
Managing Director - Private Wealth Market Leader
City National Bank Jun 2015 - Aug 2017
Vice President, Private Banker
Ubs Sep 2013 - Nov 2014
Director, Private Bank Solutions
Ubs Mar 2011 - Sep 2013
Director, Business Development Group
Education:
University of Cambridge 2006 - 2007
New York University 2005 - 2006
Masters, Master of Arts, Politics
Northwestern University 2000 - 2004
Bachelors, Bachelor of Arts, Psychology
Skills:
Sales Direct Sales Strategic Planning Lines of Credit New Business Development Sales Presentations Equities Financial Modeling Fixed Income Credit Analysis Securities Asset Allocation Financial Services Wealth Management Asset Management Capital Markets Investments Portfolio Management Investment Strategies Sales Management Sales Process Family Office Presentations Series 7 Series 9 Series 10 Series 66 Credit Private Banking Investment Management Estate Planning Private Equity Latin American Politics Lending Solutions Financial Analysis Securities Lending
Interests:
Education
Certifications:
Series 7 Series 9 Series 10 Series 66 Level Ii Candidate Financial Industry Regulatory Authority (Finra) Cfa Institute