Merrill Lynch Jan 2007 - Jul 2011
Financial Advisor
Montanti Advisory Services Jan 2007 - Jul 2011
Vice-President, Financial Advisor
Education:
University of Florida - Warrington College of Business 2020 - 2023
Penn State University 2011 - 2013
Master of Business Administration, Masters
University of Florida 2003 - 2006
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Investments Equities Portfolio Management Strategic Planning Risk Management Fixed Income Banking Financial Analysis Capital Markets Financial Modeling Corporate Finance Derivatives Business Strategy Valuation
Interests:
Golfing
Certifications:
Chartered Financial Analyst Certified Financial Planner Accredited Investment Fiduciary Cfa Institute Cfp Board Fi360