Location
New York, New York, United States
Work
- Managing Director @ Oppenheimer Asset Management
- Executive Director @ Oppenheimer Asset Management
- Director @ Biondo Investments
- Business Management Consulting @ Business and Management Consulting
- Managing Director @ Matlen Silver
- Indpendent Business Consultant @ Covestor and Summit Private Investments
- Director @ TIAA-CREF
- Director @ New York Life Investment Management LLC
- Managing Director @ Furman Selz Capital Management LLC
Education
- Pace University - Lubin School of Business
MBA (Finance)
- Saint John's University - Peter J. Tobin College of Business
BS (Finance)
Skills
- Strategic Planning
- Product Management
- Wealth Management
- Hedge Funds
- Managed Accounts
- Customer Service
- Microsoft Office
- Business Development
- Marketing
- Public Speaking
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