Description
SUMMARY OF QUALIFICATIONS An accomplished background in a sophisticated investment environment, with experience in trading, analysis and portfolio management. Developed expertise in technical and fundamental analysis. Built a consistently successful record in attaining positive returns in diverse industries, including technology and entertainment, encompassing diverse instruments, such as equities, options, fixed income products and mutual funds. Cultivated productive relationships with financial executives, institutional brokers, traders, venture capitalists, and corporate officers.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Merrill Lynch | Finra Dispute Resolution Arbitrator | 1/2010 - 1/2010 |
| (Confidential) | Adjunct Professor Of Finance | 1/2008 - Present |
| Finra Financial Industry Regulatory Authority | Adjunct Professor Of Finance | 1/2006 - 1/2012 |
| Merkin & Co. Inc. | Financial Advisor Portfolio Manager | 1/2002 - 1/2004 |
| The Carter Organization | Vice President | 1/1981 - 1/1982 |
| Israel Discount Bank | Financial Analyst | 1/1979 - 1/1982 |
Accomplishments
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