Jason T Mastronardi
age ~35
from Merrick, NY
Jason Mastronardi Phones & Addresses
- 2659 Montauk Ave, Merrick, NY 11566
- Long Beach, NY
- Seaford, NY
Work
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Company:U.s. trustJun 2016 to Sep 2016
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Position:Portfolio manager
Education
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Degree:Bachelors, Bachelor of Science
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School / High School:Robert H. Smith School of BusinessJan 1, 2007 to 2011
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Specialities:Finance
Skills
Microsoft Excel • Powerpoint • Access • Outlook • Adobe Acrobat • Microsoft Dynamics • Adobe Professional • Excel • Word • Factset • Asset Allocation • Security Valuation • Equity Research • Trading • Microsoft Office • Investments • Portfolio Management • Equities • Financial Analysis • Finance • Financial Modeling • Leadership • Asset Management • Customer Service • Management
Ranks
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Certificate:Successfully Passed June 2015 Cfa Level Iii Exam
Industries
Financial Services
Resumes
Vice President, Equity Research Analyst
view sourceLocation:
2659 Montauk Ave, Merrick, NY 11566
Industry:
Financial Services
Work:
U.s. Trust Jun 2016 - Sep 2016
Portfolio Manager
U.s. Trust Jun 2016 - Sep 2016
Avp, Equity Research Analyst
Bank of America Jun 2016 - Sep 2016
Vice President, Equity Research Analyst
U.s. Trust Aug 2014 - Jun 2016
Assistant Vice President, Portfolio Management Associate
U.s. Trust Jul 2012 - Aug 2014
Portfolio Management Assistant
Portfolio Manager
U.s. Trust Jun 2016 - Sep 2016
Avp, Equity Research Analyst
Bank of America Jun 2016 - Sep 2016
Vice President, Equity Research Analyst
U.s. Trust Aug 2014 - Jun 2016
Assistant Vice President, Portfolio Management Associate
U.s. Trust Jul 2012 - Aug 2014
Portfolio Management Assistant
Education:
Robert H. Smith School of Business Jan 1, 2007 - 2011
Bachelors, Bachelor of Science, Finance University of Maryland Jan 1, 2007 - 2011
Bachelors, Bachelor of Arts, Bachelor of Science, Finance Chaminade High School 2003 - 2007
Bachelors, Bachelor of Science, Finance University of Maryland Jan 1, 2007 - 2011
Bachelors, Bachelor of Arts, Bachelor of Science, Finance Chaminade High School 2003 - 2007
Skills:
Microsoft Excel
Powerpoint
Access
Outlook
Adobe Acrobat
Microsoft Dynamics
Adobe Professional
Excel
Word
Factset
Asset Allocation
Security Valuation
Equity Research
Trading
Microsoft Office
Investments
Portfolio Management
Equities
Financial Analysis
Finance
Financial Modeling
Leadership
Asset Management
Customer Service
Management
Powerpoint
Access
Outlook
Adobe Acrobat
Microsoft Dynamics
Adobe Professional
Excel
Word
Factset
Asset Allocation
Security Valuation
Equity Research
Trading
Microsoft Office
Investments
Portfolio Management
Equities
Financial Analysis
Finance
Financial Modeling
Leadership
Asset Management
Customer Service
Management
Certifications:
Successfully Passed June 2015 Cfa Level Iii Exam
Cfa Institute
Nyssa
Chartered Financial Analyst
Member of the New York Society of Security Analysts (Nyssa)
Cfa Institute
Nyssa
Chartered Financial Analyst
Member of the New York Society of Security Analysts (Nyssa)
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