Merrill Lynch Wealth Management since Jun 2013
Financial Advisor
Morgan Stanley - Greenwich, CT Aug 2011 - May 2013
Global Wealth Management
Millennium Partners LP - New York, NY 2007 - 2009
Senior Analyst
Pirate Capital LLC - Norwalk, CT 2004 - 2007
Senior Analyst
European Investors Inc. - New York, NY 2000 - 2003
Analyst
Education:
UCSD 1993 - 1995
Bachelor of Science, Management Science
Skills:
Series 7 Series 31 Series 66 Licensed Life and Health Insurance Agent Buyside Analyst Financial Analysis Portfolio Management Wealth Management Bloomberg Microsoft Excel Microsoft Access Thomson One Analytics Sql Asset Management Equities Equity Research Finra Hedge Funds Investments
Interests:
Children Economic Empowerment Education Environment Human Rights Animal Welfare Health