Merrill Lynch
Senior Vice President Wealth Management
Merrill Lynch Mar 2014 - Feb 2015
First Vice President Wealth Management
Merrill Lynch Apr 2010 - Mar 2014
Vice President
Merrill Lynch Jan 2007 - Apr 2010
Assistant Vice President
Morgan Stanley Dec 1998 - Jan 2007
Financial Advisor
Education:
The University of Chicago Booth School of Business 1998 - 1999
Simon Kuznets Kharkiv National University of Economics 1992 - 1996
Bachelors, Economics, English, French
Skills:
Investments Portfolio Management Retirement Planning Financial Planning Financial Analysis Financial Advisory Banking Analysis Financial Modeling Wealth Management Strategy Equities Business Strategy Fixed Income Due Diligence Insurance Cash Management 401K Defined Benefit Defined Contribution Iras Hsas Charitable Trusts Trust Services Trust Management