Pwc Jul 2016 - Apr 2018
Senior Associate - Advisory
Morgan Stanley Jul 2016 - Apr 2018
Vice President - Strategic Business Initiatives
Pwc Apr 2015 - Jun 2016
Experienced Associate - Advisory
Essa Bank & Trust Apr 2014 - Mar 2015
Portfolio and Loan Workout Analyst
Essa Bank & Trust Feb 2013 - Mar 2014
Credit Analyst
Education:
Florida Atlantic University 2010 - 2012
Bachelors, Bachelor of Business Administration, Finance
West Virginia University 2008 - 2010
Treasure Coast High School 2007 - 2008
Skills:
Financial Analysis Investments Customer Service Finance Financial Modeling Analysis Series 7 Strategic Financial Planning Credit Portfolio Management Banking Credit Analysis Risk Management Underwriting Securities Equity Capital Markets Management Equities Problem Solving Strategic Planning Fixed Annuities Mutual Funds Insurance Loans 401K Financial Services Mortgage Lending Consulting Equity Research Valuation Financial Reporting Microsoft Excel Microsoft Office
Interests:
Economic Empowerment Politics Education Environment Science and Technology Human Rights
Northwestern Mutual Financial Network Boca Raton, FL Aug 2011 to Jan 2012 Northwestern Mutual Financial RepresentativeSallie Mae Port Saint Lucie, FL Jun 2011 to Aug 2011 Student Loan Specialist/Sales RepresentativeOffice Depot Boca Raton, FL Sep 2010 to Jan 2011 Technology Sales
Education:
Florida Atlantic University Boca Raton, FL 2010 to 2012 Bachelor of Business Administration in FinanceWest Virginia University Morgantown, WV Aug 2008 to Jun 2010 Bachelor of Business Administration in Finance Track