Obsidian Financial Group
Address: 5 Centerpointe Dr # 590, Lake Oswego, OR 97035 Phone: (503) 245-8800Website: : Place name: : : Hours: Category: : : : Website: http://www.obsidianfinance.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Obsidian Finance Group LLC Posting publicly on the Web Write a review Reviews Be the first to review
Obsidian Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Obsidian Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Obsidian Financial Group Employees
J.P. Morgan Securities, LLC July 2012 - August 2014
Chase Investment Service Corporation May 2010 - June 2012
Obsidian Financial Group January 2009 - March 2010
Northwestern Mutual June 2007 - August 2007
Education
Brandeis International Business School 2007 — 2008
Master's Degree, International Economics and Finance
Brandeis University 2004 — 2007
Bachelor of Arts, Economics & Business
CFA Institute
2015 Level I Candidate in the CFA Program
southside highschool
Thomson Reuters March 2015 - Present
Thomson Reuters plc September 2013 - Present
Union Inn September 2006 - August 2013
Obsidian Financial group October 2010 - November 2011
U.S. Smokeless Tobacco May 2006 - July 2008
Skills
Management, Series 7, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Leadership, Marketing, Social Networking, Public Speaking, Sales, Microsoft Word
Education
State University of New York College at Oneonta 2006 — 2010
BA, Business and Economics
Susquehanna International Group, LLP (SIG) February 2010 - January 2012
Obsidian Financial Group September 2009 - February 2010
A.L.I. International May 2009 - September 2009
Skills
Series 7, Series 63, Bloomberg, Equities, Investments, Financial Analysis, Strong CRM skills, Bigdough, Product Marketing, Salesforce
Education
University of Miami 2005 — 2009
Bachelor of Arts (BA), Double Major: Political Science & Anthropology, 3.2
The National Association of Black Accountants July 2013 - Present
The National Association of Black Accountants November 2011 - June 2013
Optima Fund Management, LLC January 2011 - January 2012
Obsidian Financial Group December 2010 - June 2011
Baruch College August 2010 - December 2010
Office of Student Life, Baruch College August 2007 - December 2010
e-Services Group International March 2003 - January 2007
Skills
Microsoft Office, Project Management, Project Coordination, Management, Event Planning, Event Management, Financial Analysis, Financial Risk..., Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Leadership, Non-profit Volunteer, Economics, Economic Research, Sociology, Economic Sociology, Decoration, Facilitators, Personal Development, Professional..., Professional..., Beauty Industry
Education
City University of New York-Brooklyn College 2013 — 2014
Master of Science (MS), Business/Managerial Economics, 3.7/4.0
Fordham University - Graduate School of Business Administration 2012 — 2013
Pre-MBA Program, Business/Managerial Economics
Baruch College 2007 — 2011
Bachelor of Arts, Sociology and Economics
City University of New York-Baruch College 2007 — 2011
Bachelor's degree, Economics
Fidelity Investments December 2013 - Present
Fidelity Investments January 2011 - December 2013
Obsidian Financial Group September 2009 - May 2010
ACLD September 2008 - October 2009
Goodi July 2006 - May 2008
Skills
Leadership, Sales, Microsoft Office, Public Speaking, Research, Event Planning, Microsoft Excel, PowerPoint, Retirement Planning, Analysis, Financial Analysis, Financial Modeling, Series 7, Social Media
Education
Texas A&M University-Commerce 2012 — 2012
Certificate, Certified Financial Planning Program
Cornell University 2004 — 2008
Bachelor of Arts (B.A.), Psychology
TD Securities, Toronto Dominon Bank July 2014 - Present
Proviatek, Inc. September 2012 - July 2014
Obsidian Financial Group September 2011 - August 2012
David Lerner Associates, inc. May 2007 - August 2010
Skills
Sales, Investments, Finance, Communication, Active Directory, Information Technology, Troubleshooting, Networking
Education
Mercy College 2001 — 2004
B.A., Business Management
Fulton-/montgomery Community College 1998 — 2001
A.S., General Studies
E*TRADE Financial June 2012 - Present
Obsidian Financial Group June 2009 - June 2012
Education
College for Financial Planning 2012 — 2014
CFP Certification Professional Education Program
Marist College 2005 — 2009
Bachelor of Science (B.S.), Business
John Thomas Financial January 2012 - August 2012
Obsidian Financial Group June 2011 - January 2012
Institutional Effectiveness & Research 2009 - 2010
Skills
Investment Banking, Series 7, Equities, Series 63, Investments, Private Equity, Corporate Finance, Financial Modeling, Securities, Portfolio Management, Wealth Management, Valuation, Financial Analysis, Alternative Investments, Asset Managment, Asset Management
Education
Seton Hall University 2012 — 2014
Bachelor of Arts (B.A.), Philosophy, Economics
Bergen Community College 2007 — 2009
EY October 2014 - Present
Ernst&Young January 2011 - April 2013
First Investors Corporation February 2010 - September 2010
Obsidian Financial Group September 2009 - November 2009
Hofstra University May 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Investments, Strategic Financial..., Outlook, Microsoft Word, Series 65, Series 63, Series 6, Facebook, Accounting, Budgets, Finance, Program Management, Financial Analysis, Asset Management, Public Speaking, Management, Financial Planning
Education
Montclair State University 2014 — 2016
Master of Business Administration (MBA), Accounting
Baruch College 2013 — 2013
Certificate, Forensic Accounting
Hofstra University 2006 — 2008
BBA, Finance
University of West Georgia 2004 — 2005
Biology, General
JPMorgan Chase April 2013 - Present
JP Morgan Chase March 2010 - March 2013
Obsidian Financial Group February 2009 - March 2010
Education
Binghamton University 2000 — 2004
BS, Financial Economic Analysis
Clare and associates (Ameriprise Financial) May 2012 - Present
Hofstra University April 2011 - May 2012
Wells Fargo Advisors August 2010 - April 2011
National Securities April 2010 - July 2010
Obsidian Financial Group January 2010 - April 2010
Private One July 2009 - September 2009
Nassau BOCES December 2008 - June 2009
The Portrait Shoppe June 2001 - August 2002
Education
Hofstra University 2010 — 2012
Graduate Studies (MBA), Finance
Hofstra University 2008 — 2009
Graduate Studies (Masters), Elementary; Special Education
University at Albany 2004 — 2008
Bachelor of Arts, Psychology
Plainview-Old Bethpage John F. Kennedy High School 2000 — 2004
High school
Total Merchant Services April 2013 - Present
Starbucks February 2013 - July 2013
Zoom-Room March 2012 - October 2012
SheSpeaks Inc. June 2010 - December 2011
Savvy Girl Media January 2010 - December 2010
Americal Collisions February 2009 - March 2010
Central Wine & Liquor May 2005 - November 2009
Obsidian Financial Group July 2008 - October 2008
Skills
Analytics, Logistics Planning &..., Marketing & Research, Email Campaigns, Data Analysis, Reports, Event Management, Microsoft Office, Email Marketing, Digital Marketing, Social Media Marketing, Marketing, Sales, Blogging, Social Networking, Project Management, Press Releases, Marketing Research, Management
Education
Obsidian Financial Group 2008 — 2008
Financial Analytics Certification
Borough of Manhattan Community College 2006 — 2007
Liberal Arts
Herbert H. Lehman HS 2004 — 2006
Diploma, General Studies
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Blue Mountain Capital Management March 2014 - April 2015
HSBC Securities February 2013 - March 2014
God's Love We Deliver August 2012 - February 2013
ISO September 2011 - March 2012
Obsidian Financial Group April 2011 - September 2011
Liquidity Works, Inc. November 2010 - April 2011
:PMSports March 2010 - September 2010
LockerBlogger September 2009 - February 2010
Skills
FINRA Series 56, Marketing Strategy, Business Strategy, New Business Development, Business Development, Recruiting, Research
Education
New York University 2006 — 2010