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.
EMPLOYMENT HISTORY
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
EDUCATION
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
