Assistant Vice President at Merrill Edge, Alumni Leadership Council Treasurer at Berkeley College
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Merrill Edge
Assistant Vice President
Berkeley College - Greater New York City Area since 2011
Alumni Leadership Council Treasurer
Merrill Lynch - Greater New York City Area 2011 - 2013
Financial Advisor
Community2Community - Greater New York City Area Aug 2010 - Jan 2013
Economic Development Director
Education:
Berkeley College 2007 - 2011
Bachelor, Marketing & Finance
Value Line Aug 2016 - Sep 2019
Institutional Services - Value Pro - Research and Data Solutions
Refinitiv Aug 2016 - Sep 2019
Customer Success Manager
Fisher Investments 2014 - 2016
Investment Specialist
Bank of America Merrill Lynch 2011 - 2014
Portfolio Specialist
2011 - 2014
Customer Success Manager
Education:
The Wharton School 2015 - 2015
Berkeley College 2007 - 2011
Bachelors, Marketing, Management
Skills:
Equity Research Global Macro Equities Market Research Client Development Investment Management Capital Markets Top Down Investing Buy Side Relationship Management Asset Management Portfolio Management Financial Services Microsoft Excel Leadership Financial Analysis Investments Business Development Wealth Management Hedge Funds Bloomberg Outlook Due Diligence Economics Crm Equity Research Analysis Institutional Sales Project Management Account Management Bloomberg Terminal
Interests:
Economic Empowerment
Languages:
English Croatian
Certifications:
License 56E4Jfzm8Chg Customer Analytics Microsoft Excel - Basic & Advanced