Occupation:Personal Financial Advisor |
Location:Nutley, NJ |
Education Level:Master |
Will Relocate:YES |
Description
Accomplished professional, with a strong background in product management, analysis and risk control, compliance and investment oversight, due diligence and investment management strategy selection.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Financial Services Practice | 1/2015 - Present |
Satuit Capital Management Llc | National Account Manager, Senior Portfolio Strategy Specialist | 1/2009 - 1/2015 |
Ubs Financial Services | Director / Investment Manager Analytics | 1/1989 - 1/2008 |