Citi
Assistant Vice President - Financial Advisor
Space Coast Credit Union Jul 2014 - Apr 2019
Lpl Financial Advisor at Space Coast Credit Union
Hsbc Dec 2012 - Apr 2014
Vice President - Relationship Manager
Wells Fargo Advisors May 2010 - Dec 2012
Financial Advisor
Ubs May 2005 - May 2010
Wealth Management
Education:
Mercy College 2002
Skills:
Wealth Management Finance Investments Mutual Funds Series 7 Portfolio Management Securities Fixed Income Equities Private Banking Alternative Investments Banking Investment Advisory Financial Advisory Asset Management Wealth Management Services Financial Services Asset Allocation Financial Markets Investment Strategies Options Investment Banking Loans Insurance Uniform Combined State Law 401K Rollovers 401 Retirement Savings Plans Series 7 "* Registrations Held Through Lpl Financial." Series 65 "* Registrations Held Through Lpl Financial." Series 63 "* Registrations Held Through Lpl Financial." Series 6 "* Registrations Held Through Lpl Financial."
May 2010 to Present International Financial AdvisorUBS AG New York, NY Jun 2005 to May 2010 Daily Banker - Private BankingJP Morgan Chase Private Bank New York, NY Jul 2004 to Jun 2005 Private Banking Service OfficerChase Bank New York, NY Apr 2003 to Jul 2004 Business BankerCitibank White Plains, NY Apr 2002 to Apr 2003 Financial Associate- Retail Banking
Education:
Mercy College Dobbs Ferry, NY Aug 2002 B.A. in International Business
Skills:
Proficient MS Office, Bloomberg Fluent in Portuguese and Spanish Strong written and verbal communication skills
Malaysia, Kuala LumpurWith more than 12 years of experience in Mobile Communications, I have worked across different technologies, vendors and in different roles.
Through my roles I... With more than 12 years of experience in Mobile Communications, I have worked across different technologies, vendors and in different roles.
Through my roles I have worked as an individual, and managing teams.
I am able to communicate effectively with colleagues and clients and can easily...