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Willing to relocate: Yes
Years of related job experience: 6
Highest degree earned: MBA
Accreditations: Series 7 and Series 66,
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Candidate Code: 185afe


This candidate recently played a key role in establishing a new strategy based investment group, specializing in client services and relations. By integrating communications and marketing skills with project and organizational management expertise, she stands out as a highly productive member of any team. Call today to schedule an interview.


Organization: Please reach us for these details!
Location: Albany, NY
Job title: Client Analyst, Private Wealth Management
Years and months employed: 6 Year(s)
Responsibilities: Portfolio Evaluation; Portfolio Construction; Asset Allocation; Client Services; Client Relations; Marketing Development


Institution Name: University at Albany
Location: Albany, NY
Degree earned: MBA
Major/Concentration: Business Administration
Year Graduated: 2013

Institution Name: University at Buffalo
Location: Buffalo, NY
Degree earned: BS
Major/Concentration: Business Administration/Finance
Year Graduated: 2008


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