Wells Fargo - Charlotte since Aug 2012
Operations Specialist
Bank of America Merrill Lynch Jun 2010 - Aug 2012
Securities Analyst
Morgan Stanley Smith Barney Aug 2009 - Dec 2009
Intern
Education:
University of Central Florida - College of Business Administration 2006 - 2010
Bachelors, Finance, General
National Academy of Sports Medicine 2008 - 2009
Personal Training License, Training Consultant
Skills:
Equities Fixed Income Securities Investments Bloomberg Alternative Investments Capital Markets Financial Analysis Financial Services Back Office Banking Valuation Settlement Bonds Risk Management Financial Modeling Equity Research Microsoft Excel Derivatives Vba Strategic Financial Planning Access Powerpoint Private Equity Microsoft Office Broadridge Finance Trading Management Financial Risk Strategy
Certifications:
Series 7 License 272117 Series 24 Real Estate License Series 7 License
Wells Fargo - Charlotte since Aug 2012
Operations Specialist
Bank of America Merrill Lynch Jun 2010 - Aug 2012
Securities Analyst
Morgan Stanley Smith Barney Aug 2009 - Dec 2009
Intern
Education:
University of Central Florida - College of Business Administration 2006 - 2010
Bachelors, Finance, General
National Academy of Sports Medicine 2008 - 2009
Personal Training License, Training Consultant
Skills:
Equities Investments Back Office Financial Analysis Fixed Income Financial Modeling Valuation Equity Research Microsoft Excel Derivatives VBA Strategic Financial Planning Alternative Investments Financial Services Access PowerPoint Private Equity Microsoft Office Settlement
Honor & Awards:
Shared Success: Awarded at Wells Fargo for teamwork/partnership
Gold award: Efficient account reconciliation during the Bank of America Merrill Lynch conversion
Deans List at the University of Central Florida