6300 San Mateo Blvd northeast, Albuquerque, NM 87109
Industry:
Financial Services
Work:
Merrill Lynch
Financial Advisor
Citi
Citigold Private Banker
Rainmaker Securities May 2011 - May 2013
Associate Director of Retail Equity Markets
Jpmorgan Chase & Co. Jan 2011 - May 2011
Vice President - Wholesaler
Jpmorgan Chase & Co. Nov 2009 - Jan 2011
Vice President - Investments
Education:
University of Pennsylvania 2016 - 2016
The Wharton School 2015 - 2015
University of Illinois at Urbana - Champaign 2002 - 2007
Bachelors, Bachelor of Science, Finance
Konkuk University 2006 - 2006
Skills:
Alternative Investments Investments Hedge Funds Portfolio Management Equities Private Equity Capital Markets Wealth Management Services Asset Allocation Finance Private Placements Series 7 Securities Strategic Financial Planning Asset Management Alternative Assets Banking Financial Planning Start Ups Series 63 Early Stage Companies Financial Advisory Series 65 Private Banking Emerging Markets Consumer Debt Private Debt Asset Managment Private Wealth Management
Interests:
Poverty Alleviation Children
Senior Vice President And Director, National Large Corporate Banking
Fifth Third Securities
Senior Vice President and Director, National Large Corporate Banking
Pnc 2012 - 2014
Senior Vice President and Group Manager
Bank of America Merrill Lynch 2005 - 2012
Senior Vice President-Market Executive
Bank of America 1994 - 2005
Senior Vice President, Client Manager
Landrum & Brown 1986 - 1994
Marketing and Financial Planning Positions
Education:
Dartmouth College
Bachelors, Bachelor of Arts, History
The Tuck School of Business at Dartmouth
Master of Business Administration, Masters, Marketing, Finance
Skills:
New Business Development Operations Management Professional Services Banking Business Strategy M&A Due Diligence Financial Management P&L Management Generating Revenue Turnaround Strategies Customer Relations Leadership Development Sales Management Cost Management Process Improvement Corporate Finance Building Strong Teams Portfolio Management Due Diligence Private Equity Business Development Mergers and Acquisitions Managerial Finance Finance Customer Service Strategy High Performance Teams Financial Analysis Turn Around Management Management Financial Modeling Leadership Investments Loans Credit
Certifications:
Series 79 Limited Representative-Investment Banking Series 63 Uniform Securities Agent State Law
Chgo Bd of Ed Nov 1996 - Sep 2013
Manager Education Programs
Chicago Public Schools Nov 1996 - Sep 2013
Strategic Initiatives Lead
Executive Service Corps of Chicago Jul 1990 - Sep 1995
Manager Education Programs