10500 Grove Ridge Ct, Rockville, MD 20852 • (301)5305913
37 Cranberry St, Brooklyn, NY 11201
Arlington, VA
Toms River, NJ
1722 Birch Rd, Mc Lean, VA 22101 • (703)9690517
Work
Company:
Charles schwab
Jan 2016
Position:
Senior client relationship specialist
Education
Degree:
Master of Business Administration, Masters
School / High School:
Nyu Stern School of Business
1984 to 1989
Specialities:
Finance
Skills
Fixed Income • Series 7 • Series 63 • Capital Markets • Bonds • Financial Analysis • Bloomberg • Securities • Mergers and Acquisitions
Ranks
Certificate:
Financial Industry Regulatory Authority (Finra), License 66
Interests
Children • Civil Rights and Social Action • Politics • Environment • Education • Poverty Alleviation • Science and Technology • Disaster and Humanitarian Relief • Human Rights • Animal Welfare • Arts and Culture • Health
Charles Schwab
Senior Client Relationship Specialist
M&T Bank Sep 2008 - Apr 2015
Vp-Taxable Fixed Income Trading
Ferris Baker Watts Nov 2003 - Sep 2008
Senior Vp, Taxable Fixed Income Trading
Deutsche Bank Feb 1994 - Sep 2003
Prinicpal, Fixed Income Trading
Education:
Nyu Stern School of Business 1984 - 1989
Master of Business Administration, Masters, Finance
University of Northern Colorado 1978 - 1982
Bachelors, Psychology
Skills:
Fixed Income Series 7 Series 63 Capital Markets Bonds Financial Analysis Bloomberg Securities Mergers and Acquisitions
Interests:
Children Civil Rights and Social Action Politics Environment Education Poverty Alleviation Science and Technology Disaster and Humanitarian Relief Human Rights Animal Welfare Arts and Culture Health
Certifications:
Financial Industry Regulatory Authority (Finra), License 66 License 66 Finra Series 7, 63, 66; Msrb Series 53