Ubs
Director, Portfolio Advisory Group
J.p. Morgan Jul 2015 - Mar 2018
Analyst
J.p. Morgan May 2014 - Aug 2014
Private Banking Summer Analyst
Yardley Wealth Management, Llc Jun 2012 - May 2014
Financial Planning Intern
Education:
Pennsylvania State University 2015
Penn State University 2011 - 2015
Bachelors, Bachelor of Science, Finance
Villa Joseph Marie High School 2007 - 2011
Pennsylvania State University
Skills:
Microsoft Office Microsoft Excel Analysis Bloomberg
Certifications:
Series 7 Series 63 Financial Industry Regulatory Authority (Finra) Series 66