Merrill Lynch
Vice President, Center For Family Wealth Dynamics and Governancetm
New York University
Certified Personal and Executive Coach
Merrill Lynch
Program Manager: Merrill Lynch Financial Boot Camps and Client Advisory Boards
Merrill Lynch May 2007 - Aug 2007
Summer Intern - Brand Marketing , Global Wealth Management
Merrill Lynch May 2006 - Aug 2006
Summer Intern - Global Philanthropy , Global Wealth Management
Education:
Northcentral University 2014 - 2017
Masters, Counseling, Family Therapy
University of Delaware 2004 - 2008
Bachelors, Bachelor of Science, Communications
Skills:
Wealth Management Investments Series 7 Securities Fixed Income Finance Financial Analysis Portfolio Management Equities Alternative Investments Program Management Coaching Mutual Funds Hedge Funds Financial Services Asset Allocation
Joanne Cervania, Jacob Czaja, William Eastwood, Allison Rosenberg, John Valak, Rebecca Lowl, Jessica Koce, Jill Battersby, Dick Longley, Melissa Berkel