Wells Fargo
Strategic Initiative Manager
Barclays Aug 2013 - Mar 2014
Dodd Frank Section 165 Implementation Solution Manager, Client Capital Management
Barclays Jul 2010 - Jul 2013
Major Transactions Pmo, Finance
Barclays Oct 2008 - Jun 2010
Transition Services and Integration Pmo, It
Lehman Brothers Mar 2003 - Sep 2008
Vice President
Education:
University of California, Berkeley 1989 - 1994
Bachelors, Bachelor of Science, Industrial Engineering and Operations Research
Skills:
Strategy Risk Management Business Analysis Project Management Outsourcing Integration Program Management Governance Leadership Sdlc Management Capital Markets Business Process Financial Services Relationship Management Banking Analysis Financial Markets Pmo Market Data Infrastructure It Transformation Procurement Pmo Development
Taylor Management Company
Accountant
Bbos/Kdms Accountants
Senior Accountant
Colette Guerriero Accounting Jun 2011 - Dec 2013
Bookkeeper
Wells Fargo Advisors Jan 2009 - Jun 2010
Financial Advisor
Axa Advisors Jan 2006 - Jan 2009
Financial Consultant
Education:
Fairleigh Dickinson University 2012 - 2014
Masters, Accounting
Montclair State University May 2001
Montclair State University 1996 - 2001
Bachelors, Bachelor of Arts, Theater, Theatre
Skills:
Accounting Retirement Planning Financial Planners Customer Service Microsoft Excel Microsoft Office Financial Reporting Finance Strategic Financial Planning Financial Analysis
Interests:
Devils Writing See 1+See Less Buccanneers/Jets Sports Fan Rutgers Music Running Cooking Enthusiast Avid Crossfitter Amateur Mixologist Cubs Manchester City
Wells Fargo Jan 2009 - Mar 2011
Financial Advisor, Chartered Retirement Planning Counselor
Jpmorgan Chase & Co. Jan 2009 - Mar 2011
Financial Services and Banking
Axa Dec 2006 - Jan 2009
Financial Advisor
A.g. Edwards May 2006 - Dec 2006
Registered Financial Associate
Education:
Montclair State University 1996 - 2001
Madison High School 1992 - 1996
JP Morgan Chase since Jun 2010
Financial Services and Banking
Wells Fargo Advisors Jan 2009 - Mar 2011
Financial Advisor, Chartered Retirement Planning Counselor
AXA Dec 2006 - Jan 2009
Financial Advisor
A.G. Edwards May 2006 - Dec 2006
Registered Financial Associate
Education:
Montclair State University 1996 - 2001
Madison High School 1992 - 1996