Appeals & Appellate Construction Law Employment Law Environmental Law Estate Planning Health Care Law Insurance Defense Intellectual Property Maritime Products Liability Securities Law
Jurisdiction:
Connecticut Connecticut State Bar New York New York State Bar U.S. District Court, Connecticut U.S. District Court, Southern and Eastern Districts of New York
Law School:
Pace University School of Law
Education:
Manhattanville College, BA Pace University School of Law, JD
Vice President and Sr. Trust Officer at Capital One
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Capital One - New York since Nov 2010
Vice President and Sr. Trust Officer
Morgan Stanley Smith Barney Jun 2009 - Dec 2010
VP, Senior Risk Manager
Citi Smith Barney Jun 2006 - May 2009
First VP
Bank of America Jun 1992 - Jun 2006
VP, Risk Manager, Private Clients Group
Education:
Adelphi University 1990 - 1994
MBA, Finance
Pace University - Lubin School of Business 1982 - 1986
BBA, Accounting
Skills:
Series 7 FINRA Wealth Management Private Banking Asset Managment Investments Strategic Financial Planning Fixed Income Mutual Funds Asset Allocation Portfolio Management Banking Investment Management Hedge Funds Equities Risk Management Wealth Management Services Series 63 Alternative Investments Estate Planning