Vanguard - Charlotte, North Carolina Area since Jul 2011
Brokerage Investment Professional
BB&T Investment Services, Inc. - Charlotte, North Carolina Area May 2011 - Jun 2011
New Accounts Associate- Discount Brokerage Operations
BNY Mellon - Syracuse, New York Area May 2010 - Apr 2011
Securities Settlement Processing Clerk
SUNY Oswego Aug 2006 - Dec 2010
Student
BNY Mellon May 2010 - Nov 2010
Summer Intern- Asset Servicing Global Ops
Education:
State University of New York College at Oswego 2006 - 2010
Bachelor of Science, Finance
Skills:
Series 7 Series 63 Strategic Financial Planning Thompson One Bloomberg Terminal Financial Analysis Risk Management Asset Allocation Financial Modeling Microsoft Excel Technical Analysis PowerPoint Access Microsoft Word Microsoft Office Accounting Time Management Economics Customer Service Public Speaking Fundamental Analysis