Merrill Lynch Jun 2014 - Aug 2015
Registered Client Associate
Merrill Lynch Dec 2012 - Jun 2014
Client Associate
Merrill Lynch Mar 1, 2010 - Dec 2012
Operations Representative
California Pizza Kitchen Jun 2006 - Jun 2011
Bartender and Corporate Trainer
Merrill Lynch Jun 2006 - Jun 2011
Senior Registered Client Associate
Education:
Marist College 2019 - 2021
Master of Business Administration, Masters, Leadership
Fordham University 1997 - 2001
Bachelors, Bachelor of Arts, Liberal Arts, Liberal Studies
Francis Lewis High School 1997
Skills:
Microsoft Office Organizational Effectiveness Financial Services Skilled Multi Tasker Finance Investments Relationship Management Writing Problem Solving Operations Management Regulatory Compliance Leadership Administrative Management Research Salesforce Concur Customer Service Microsoft Word Microsoft Powerpoint Microsoft Excel Training Workday Risk Management Banking Diversity and Inclusion Teamwork Securities Time Management Ethical Leadership Business Administration Interpersonal Skills Document Preparation High Degree of Initiative Appointment Scheduling Project Support Service Orientation English Client Services Wealth Management Mathematics Organization Skills Office Administration Trading Equities Mutual Funds Tableau Series 7 Series 66 Wealth Management Services Sag Aftra Social Media Marketing Marketing Food Industry