Location:
800 east 96Th St, Indianapolis, IN 46240
Work:
Teampay
Senior Account Executive | Team Lead
Teampay
Feb 2018 - Apr 2019
Account Executive
Blueprint Income
Jul 2017 - Dec 2017
Customer Acquisition and Sales Strategy
Oaktree Capital Management, L.p.
Dec 2016 - Jun 2017
Portfolio Analyst
Morgan Stanley
Mar 2016 - Nov 2016
Private Wealth Management Associate
Bloomberg Lp
Sep 2015 - Dec 2015
Bloomberg Campus Ambassador
Morgan Stanley
Jun 2015 - Aug 2015
Private Wealth Management Summer Intern
Ubs
May 2014 - May 2015
Wealth Management Intern
Napoli Bern Ripka Shkolnik
May 2013 - Jul 2013
Class Action Litigation Intern
Algolia
May 2013 - Jul 2013
Mid-Market Account Executive
Education:
The Ohio State University Fisher College of Business 2012 - 2016
Bachelors, Bachelor of Science In Business Administration, Bachelor of Science, Business Administration
Syosset High School 2008 - 2012
Syosset Senior High School
Skills:
Wealth Management, Personal Finance, Fintech, Portfolio Management, Sales, Retirement Income Strategies, Strength and Conditioning, Private Equity, 401 Retirement Savings Plans, Series 7, Series 66, Erisa, Bloomberg Terminal, Headline Writing, Speech Writing, Fitness Training, Financial Planning, Financial Analysis, Account Management, Digital Marketing, Conference Speaking, Insurance, Individual Pension Plans, Retirement Planning, Fixed Annuities, Portfolio Performance Analysis, Software As A Service, Business To Business, B2B Software, Payments, Financial Accounting, Financial Forecasting, Revenue Analysis, Revenue Modeling
Interests:
Civil Rights and Social Action
Health
Certifications:
Series 7
Series 66
Life, Accident and Health Insurance Agent
First Aid / Cpr
Certified Lifeguard Grade 1A (Nassau County, Ny)
Crossfit L-1 Trainer
Financial Industry Regulatory Authority (Finra)
New York State Insurance Department
Cfa Institute
Cfa Level I Candidate
