Fitzgerald Agency Whitestone,New York
Summary Diligent and driven employee who has achieved success in a variety of roles with increasing ...
UFJ Bank Whitestone,New York
Career Profile Highlights Typing appx . 70 wpm Attention to detail Experience UFJ Bank Assistant Tr...
Citigroup Asset Whitestone,New York
Summary Developed and implemented a global quantitative equity model used by a Global Asset Manager ...
HUATAI SECURITIES CO., LTD Whitestone,New York
Lab SASSTATARBloomberg Thompson Financial Experience HUATAI SECURITIES CO . , LTD May 2013 to August...Management Consultant , Investment Analyst , and Securities Trader , with a focus on capital market , ...Composite Index) gross gained of 41 . 7% . UBS SECURITIES CO . , LTD February 2003 to December 2004 Equity
Senior Vice President
Northern Trust Global Advisors Whitestone,New York
technology platforms , business processes , financial projections and evaluation of market research...Professional Affiliations PROFESSIONAL Chartered Financial Analysts (CFA) program 1997 - 1999 ; NASD Series
NASM Whitestone,New York
Morgan Chase Private Client Banker Oversee entire banking Chase relationships for high net worth individuals...portfolio returns through comprehensive . Key Skills financial planning . Risk Management Generate commercial
LPL FINANCIAL Whitestone,New York
develop customized financial strategies for clients' financial needs . Sold financial products including...organized Work History FINANCIAL CONSULTANT , 08/2006 to Current LPL FINANCIAL – Jackson Heights , NY...status , financial objectives , risk tolerance and other information needed to develop a financial plan
Managing Director Energy Derivatives
Continental Energy group LLC Whitestone,New York
NYMEX Floor Broker NYBOT Floor Broker General Securities Broker TECHNICAL Analysis FUNDAMENTAL Analysis...Derivatives Broker , 06/2011 to 12/2012 Dorado Energy Services LLC – New York , NY Energy Derivatives Broker
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