Bernstein Private Wealth Management
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Bernstein Private Wealth Management Employees
Bernstein Private Wealth Management 2004 - Present
UBS Wealth Management 2002 - 2003
Sanders Morris Harris June 2001 - October 2002
The Exchange, Inc. July 1995 - September 1997
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA, Marketing Research
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1995
BBA, Finance
Bernstein Private Wealth Management June 2014 - Present
PeopleMatter July 2013 - April 2014
Chapman University Student-managed Investment Fund February 2013 - May 2013
J Rockcliff Realtors May 2012 - September 2012
Chapman Gamma Phi Beta January 2011 - December 2011
Harvey & Company LLC February 2011 - August 2011
Chapman University September 2010 - December 2010
Education
Chapman University
B.S., Finance and Marketing, Minor in Economics, 3.6
Bernstein Private Wealth Management January 2015 - Present
Vanguard June 2014 - January 2015
Vanguard October 2013 - June 2014
Urban Anatomy August 2013 - December 2013
Booz Allen Hamilton June 2013 - August 2013
Skills
Series 7, Series 63, Customer Service, Finance, Time Management, Multi Tasking, International Relations, CRM, Portfolio Management, Editing, Leadership
Education
Rollins College 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Shanghai Jiao Tong University 2012 — 2012
Leonardtown High School
Bernstein Private Wealth Management July 2013 - Present
Bernstein Global Wealth Management November 2010 - June 2013
Public Consulting Group August 2008 - November 2010
BearingPoint June 2007 - April 2008
Skills
Business Analysis, Strategic Data Analysis, Analysis, Analytics, Microsoft Excel, Economics, Business Process..., Portfolio Management, Asset Management, Statistics, Asset Allocation, Series 7, Stata, Wealth Management, Econometrics, Financial Analysis, Financial Modeling, Leadership, Financial Advisory, Visio, Investment Strategies, Public Sector Consulting, Client Interfacing..., Technical Writing, Teamwork, Savvion, Private Clients, Asset Managment, Mutual Funds, Alternative Investments, Equities, Access, Macroeconomics, Private Client Services, Wealth Management..., Portfolio Evaluation, Microsoft Access
Education
Florida State University 2007 — 2008
M.S., Applied Economics, 3.8 Overall GPA
Florida State University 2004 — 2007
B.S., Economics and Political Science, 3.44 Overall GPA (3.68 in Economics, 3.48 in Political Science)
Bernstein Private Wealth Management January 2015 - Present
University of Chicago Medicine September 2014 - February 2015
Teach For America June 2013 - January 2015
WINGS for kids, Inc. January 2013 - June 2013
Medical University of South Carolina June 2012 - June 2013
South Carolina Aquarium August 2012 - December 2012
Citizens Working Together for Great Schools August 2012 - November 2012
Skills
Behavior Management, Research, Data Analysis, Highly detail oriented, Experience Working with..., Passion for Helping..., Education, Teaching, Organization, Communicative Skills, Grant Writing, Environmental Education, Event Planning, Community Outreach
Education
Dominican University 2013 — 2014
Teaching Certification, Secondary Science Teaching Certificartion
College of Charleston 2009 — 2013
Bachelor of Science (BS), Biology, General
Bernstein Private Wealth Management 2014 - Present
ILS, LLC - a Goldman Sachs Company 2010 - 2014
Goldman Sachs 2007 - 2010
PFG, LLC 2004 - 2007
UBS 2001 - 2004
J.P. Morgan 1998 - 2001
Bank of America 1994 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland Sellinger School of Business and Management 1990 — 1994
Bachelor's Degree, Finance
The Episcopal Academy 1986 — 1990
High School
Bernstein Private Wealth Management July 2015 - Present
Social Security Administration August 2014 - June 2015
Chernoff Diamond & Co., LLC January 2012 - August 2014
John Hancock Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Morningstar Office, Data Analysis, Retirement Planning, Investment Advisory, Customer Service, Financial Analysis, Investment Portfolio..., Microsoft Word, PowerPoint
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Political Science
Bernstein Private Wealth Management June 2015 - Present
Bernstein Global Wealth Management March 2008 - May 2015
Bernstein Global Wealth Management November 1996 - February 2008
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 7, Series 63, Fixed Income, Mutual Funds, Equities, Investment Management, Finance
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's degree
Bernstein Private Wealth Management January 2012 - Present
Phoenix Wealth Management August 2005 - December 2011
Prudential Financial March 2001 - August 2005
Prudential Financial September 1999 - March 2001
Skills
Qualified Retirement..., Wealth Preservation..., Business Sale, Investment Management, Asset Allocation, Financial Planning
Education
University of Florida 2004 — 2006
MBA, Finance, General
The American College 2001 — 2003
CFP®, ChFC, CLU, Curriculum
Florida International University 1994 — 1999
BA, Psychology, Graduated with Honors, cum laude
Bernstein Private Wealth Management July 2012 - Present
Bernstein Private Wealth Management January 2010 - June 2012
Bernstein Private Wealth Management March 2008 - December 2009
Wall Street Institute November 2007 - January 2008
CNN February 2005 - November 2007
Education
Northwestern University 2004 — 2005
Post-Grad Work, Statistics
Bates College 2000 — 2004
BA, Economics
Pomfret School
Palo Alto Networks September 2014 - Present
Technologent August 2013 - August 2014
EMC 2005 - 2013
Bernstein Private Wealth Management 2003 - 2005
Comdisco 2000 - 2003
Comdisco 1999 - 2000
Comdisco 1998 - 1999
Comdisco 1989 - 1998
Wang Laboratories 1987 - 1989
Skills
Cloud Computing, Solution Selling, Data Center, Selling, Start-ups, Storage, Sales Operations, Business Planning, Forecasting, Virtualization, Enterprise Software, Storage Virtualization, Salesforce.com, Enterprise Storage, Sales Management, Storage Area Networks, Direct Sales, Sales Process, Business Development, SaaS, Sales, Marketing, Leadership, Professional Services, Pre-sales, Management, Networking, Managed Services, Channel Partners, Business Alliances, Sales Enablement, Software Industry, Storage Solutions, Go-to-market Strategy, Partner Management, Cross Functional..., Team Leadership, Trusted Business Advisor, Vendor Management, Business Strategy, SAN
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts
Bernstein Private Wealth Management March 2010 - Present
Education
Union College 2002 — 2006
Bachelor of Arts (BA), Economics/Political Science
Bernstein Private Wealth Management April 2015 - Present
Macquarie Group July 2013 - March 2015
AllianceBernstein February 2011 - December 2012
Medical University of South Carolina January 2008 - May 2010
Macquarie Group December 2005 - November 2007
Phoenix Fence Company June 2003 - June 2005
Skills
Outlook, Spreadsheets, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Executive Support, Events Coordination, Travel Arrangements, Expense Reports, Presentations, Ordering Office Supplies, Administrative..., Time Management, Telephone Skills, Organization, Office Management, Office Equipment, Office Administration, Fax, Expenses, Data Entry, Confidentiality, Adobe Acrobat, Administrative Work, Invoicing, QuickBooks, Accounts Receivable, Accounts Payable, Process Scheduler, Payroll, Administration, Microsoft Publisher, Human Resources
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Trident Technical College 2007 — 2009
Associate's degree, Business Information Systems
Bernstein Private Wealth Management April 2014 - Present
Lee & Associates Atlanta February 2014 - April 2014
Bernstein Global Wealth Management May 2009 - May 2012
Bernstein Global Wealth Management March 2007 - May 2009
Wells Fargo August 2005 - December 2006
Skills
Series 7, Series 63, Equities, Mutual Funds, Investment Strategies
Education
Georgia State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Berry College 2000 — 2002
Bruderman Brothers, Inc. July 2015 - Present
Bernstein Private Wealth Management December 2014 - June 2015
Bernstein Private Wealth Management February 2010 - November 2014
Bernstein Private Wealth Management August 2008 - January 2010
Bernstein Private Wealth Management December 2006 - July 2008
Hennion & Walsh July 2006 - November 2006
Skills
Series 7, Investments, Alternative Investments, Equities, Asset Allocation
Education
The Johns Hopkins University 2002 — 2006
BA, International Studies, East Asian Studies, Entrepreneurship and Management
Bernstein Private Wealth Management October 2011 - Present
AllianceOne July 2009 - December 2011
IEC Electronics January 2008 - July 2008
Messa Company January 2005 - January 2007
Erie County Executive May 2004 - September 2004
Education
University of Rochester - Simon Business School 2007 — 2010
MBA, Marketing/Finance
Bates College 2001 — 2005
BA, Political Science
Park School
Bernstein Private Wealth Management June 2014 - Present
Bernstein Private Wealth Management March 2013 - May 2014
Bernstein Private Wealth Management January 2011 - February 2013
Skills
Sales Support, Investments, Asset Allocation, Series 7, Series 63
Education
University of Central Florida - College of Business Administration
B.S.B.A., Finance
Bernstein Private Wealth Management October 2008 - Present
Bernstein Private Wealth Management January 2007 - October 2008
Bernstein Private Wealth Management September 2005 - January 2007
Jeffrey Slocum & Associates October 2002 - September 2005
Southwestern Company June 2000 - August 2001
Skills
Investments, Asset Management, Alternative Investments, Equities, Series 7, Hedge Funds, Portfolio Management, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Client Services, Bonds
Education
University of Minnesota-Twin Cities 1999 — 2002
Bachelor’s Degree
Bernstein Private Wealth Management June 2015 - Present
FM Office Environments December 2010 - June 2015
Global Industries September 2006 - September 2010
Skills
Furniture, Sales Operations, Sales, B2B, Training, Trade Shows, Networking, Procurement, Sales Presentations, Selling, Account Management, Sales Management, New Business Development, Finance, Contract Negotiation, Key Account Management, Negotiation, Cold Calling
Education
Bernard Baruch College-Zicklin School of Business 2012 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.92
The George Washington University 2001 — 2003
Moorestown High School
Bernstein Private Wealth Management September 2012 - Present
Bernstein Private Wealth Management March 2012 - Present
Bernstein Private Wealth Management August 2008 - September 2012
Bernstein Private Wealth Management February 2008 - August 2008
PreVisor August 2007 - February 2008
Skills
Marketing, Management, Investments, Asset Management, Financial Analysis, Customer Service, Microsoft Office
Education
College of Saint Benedict and Saint John's University 2003 — 2007
Bachelor of Arts (B.A.), Leadership and Development Management
Bernstein Private Wealth Management June 2014 - Present
J.P. Morgan July 2013 - June 2014
Texas A&M University - Mays Business School August 2008 - May 2013
PwC February 2012 - April 2012
Big Brothers Big Sisters April 2011 - March 2012
Price Wealth Management July 2011 - August 2011
Durbin Bennett - Private Wealth Management, LLC May 2010 - August 2010
Skills
Portfolio Management, Management, VBA, Matlab, Strategic Financial..., Social Networking, Internal Controls, Sarbanes-Oxley Act, Investments, Networking, Team Leadership, Marketing, GAAP, Sales, Marketing Communications
Education
Texas A&M University 2008 — 2013
Master of Science, Financial Management
Texas A&M University 2008 — 2013
Bachelor of Business Administration, Accounting
Bernstein Private Wealth Management June 2015 - Present
Bernstein Private Wealth Management September 2014 - June 2015
Bernstein Private Wealth Management February 2013 - September 2014
Yardi Systems October 2011 - February 2013
Pacific Coast Business Times January 2011 - April 2011
Bahia Corinthian Yacht Club September 2008 - December 2010
Cunningham & Voss Financial Services May 2008 - August 2008
Skills
Account Management, Project Implementation, Fund Accounting, Customer Service, Accounting, Economics, Microsoft Office, Series 7, Investments, Equities, Fixed Income, REIT, Hedge Funds, Mutual Funds, Real Estate Finance, Portfolio Management, Real Estate, Sports Management, Financial Writing, Technical Services, SQL Server, Finance, Asset Management, Wealth Management, Investment Management, Financial Reporting, Leadership, Management
Education
University of California, Santa Barbara 2009 — 2011
B.A., Business Economics with an Emphasis in Accounting. Minor in Sports Management
Bernstein Private Wealth Management September 2014 - Present
Bernstein Private Wealth Management March 2014 - August 2014
Bernstein Private Wealth Management September 2013 - February 2014
Bernstein Private Wealth Management September 2011 - August 2013
Army Community Service 2008 - 2009
Army Community Serivce 2004 - 2008
Alltel Wireless 2003 - 2004
Education
Tulane University 1999 — 2003
Bachelor of Science in Management, Finance and Accounting
Bernstein Private Wealth Management September 2014 - Present
Bernstein Global Wealth Management June 2011 - September 2014
JPMorgan July 2009 - June 2011
Johns Hopkins University Applied Physics Laboratory June 2006 - August 2008
Skills
Program Management, Wealth Management, Investments, Finance, Series 7, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance, International Business
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course
Bernstein Private Wealth Management February 2011 - Present
Keithley Development & America's Mortgage Broker January 2002 - June 2011
American Express Financial Advisors December 1999 - January 2002
Skills
Investments, Business Planning, Investment Properties, Mergers, Strategic Planning, Portfolio Management, Financial Structuring, Financial Modeling, Asset Management, Risk Management, Real Estate, Mergers & Acquisitions, Finance, Financial Planning, Management, Start-ups, Strategic Financial..., Strategy, Venture Capital
Education
Keene State College 1995 — 1999
BS, Business Management
University of New England 1993 — 1994
Bernstein Private Wealth Management June 2013 - May 2015
Grey Group June 2012 - August 2012
Vogue January 2012 - May 2012
Harper's Bazaar September 2011 - December 2011
Fendi May 2011 - August 2011
The New York Times May 2011 - August 2011
Skills
Data Analysis, Marketing Communications, Research, Creative Writing, Market Research, Marketing Strategy, Social Networking, Management, Marketing, Public Speaking, CRM, Social Media, Editing, Financial Modeling
Education
Columbia University in the City of New York 2009 — 2013
B.A., Psychology, Business Management, Cum Laude
Shanghai American School 2005 — 2009
High School
Bernstein Private Wealth Management 2001 - Present
Marakon Associates September 1999 - August 2001
Northern Trust Company July 1993 - July 1996
Skills
Asset Management, Alternative Investments, Wealth Management, Endowments, Investment Advisory, Financial Planning, Asset Allocation, Wealth, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Strategy and Finance
Hamilton College 1989 — 1993
BA, Psychology
New Trier 1985 — 1989
Bernstein Private Wealth Management September 2015 - Present
STICARS LLC 2005 - December 2014
Skills
Marketing Strategy, Social Media, Strategic Planning, Art, Marketing
Education
Sarah Lawrence College
BA, political philosophy
Bernstein Private Wealth Management March 2010 - Present
Bernstein Private Wealth Management March 2007 - February 2010
Bernstein Private Wealth Management October 2005 - February 2007
American Express Financial Advisors December 2001 - September 2004
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Fundamental Analysis, Quantitative Analysis, Estate Planning, Estate Tax Planning, Multi-generational..., Trust Management, Taxation of Trusts, Charitable Trusts, GRATs, Private Foundations, Endowments, Executive Compensation..., Employee Stock Options, Financial Modeling, Separately Managed..., Fixed Income Portfolio..., Alternative Investments, Investment Strategies, Asset Management, Equities, Investments, Hedge Funds, Finance, Mutual Funds, Wealth Management
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Economics
Brandywine High School 1993 — 1997
Bernstein Private Wealth Management 1995 - Present
Skills
Asset Allocation, Asset Managment, Alternative Investments, Estate Planning, Investments, Portfolio Management, Wealth Management, Investment Management, Hedge Funds, Wealth, Retirement, High Net Worth..., Mutual Funds, Fixed Income, Investment Strategies, Asset Management
Education
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Bernstein Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management April 2006 - September 2009
Marsh & McLennan April 2001 - April 2006
Credit Suisse Asset Management August 1999 - April 2001
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management
Education
Northwestern University 2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing
Bucknell University 1995 — 1999
BA, Finance & Economics (Interdepartmental Major)
Bernstein Private Wealth Management September 1993 - Present
Skills
Asset Allocation, Estate Planning, Retirement Planning, Investments, Wealth Management..., Financial Advisory, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Trusts, Wealth Management, Series 7, Series 63, High Net Worth..., Asset Managment, Hedge Funds, Finance, Equities, Investment Advisory, Securities, Fixed Income, Mutual Funds, Wealth, Bonds, Private Equity, FINRA, Strategic Financial..., Estate Tax Planning, Portfolio Management, Fund Of Funds, 401k
Education
San Francisco State University
Bachelor of Arts, International Relations
Bishop Montgomery High School
Bernstein Private Wealth Management September 2015 - Present
US Bank May 2011 - August 2015
US Bank February 2007 - May 2011
Bank of New York/JPMorgan Chase August 2005 - January 2007
Bank of America April 2005 - October 2006
Bank of America March 2002 - April 2004
Skills
Leveraged Lending, Portfolio Management, Estate Planning, Succession Planning, Wealth Preservation..., Multi-generational..., Charitable Gift Planning, Leadership Development, Cross-functional Team..., Sales Management, Sales Leadership..., Strategic Financial..., Private Banking, Wealth Management, Relationship Management, Asset Allocation, Mortgage Lending, Loans, Credit
Education
Stanford University 1990 — 1994
BA, Business
UBS August 2010 - Present
Merrill Lynch November 2003 - August 2010
Bernstein Private Wealth Management July 2001 - November 2003
Mercury Marine 1993 - 1999
Education
Denison University 1980 — 1984
BA, Economics
Blake 1974 — 1980
Bernstein Private Wealth Management 2013 - Present
Sanford C. Bernstein 1998 - 2013
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor's Degree, English
Bernstein Private Wealth Management May 2015 - Present
U.S. Trust July 2013 - May 2015
State Street Global Advisors June 2012 - August 2012
State Street Bank June 2010 - August 2011
Ed Martin Plumbing May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior
Richmond, The American International University in Rome 2011 — 2011
Semester Abroad, Finance, General, N/A
Bernstein Private Wealth Management May 2015 - Present
The Dershowitz Group May 2014 - August 2014
Washington University in St. Louis December 2012 - August 2014
Washington University in St. Louis January 2014 - May 2014
Washington University in St. Louis January 2014 - May 2014
Washington University in St. Louis January 2014 - May 2014
Washington University in St. Louis August 2013 - May 2014
Skills
Research, Analytic Thinking, Speech Writing, Quantitative Research, Public Speaking, Social Media, Political Science, Editing, Volunteering, Data Analysis, Critical Thinking, Historical Research, Economics, Writing, Statistics, Teamwork, Program Development, Politics, Qualitative Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Leadership, SPSS, Spanish, Community Outreach, Customer Service, Fundraising, Financial Analysis, Financial Modeling, Analysis, Market Research, Strategy, Econometrics, Marketing, Team Leadership
Education
Washington University in St. Louis 2012 — 2016
Bachelor's Degree, Philosophy-Neuroscience-Psychology;Second: International Economics; Minor: Political Science
SDA Bocconi
Study Abroad BSBA Scholarship
The London School of Economics and Political Science (LSE) 2013 — 2013
Study Abroad Certificate
Floral Park Memorial High School 2006 — 2012
Diploma
BlackRock May 2013 - Present
Bernstein Private Wealth Management March 2012 - April 2013
BlackRock August 2011 - November 2011
Investment Technology Group December 2008 - July 2011
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2004 — 2008
BS, Economics, Language Concentration in Hispanic Studies
Thayer Academy 2000 — 2004
Bernstein Private Wealth Management December 2014 - Present
Bernstein Private Wealth Management August 2010 - November 2014
Bernstein Private Wealth Management December 2008 - July 2010
Bernstein Private Wealth Management February 2004 - September 2006
International Masters Publishers, Inc. November 2002 - January 2004
Skills
Financial Modeling, Risk Management, Portfolio Management, Investments, Investment Strategies, Investment Management, Asset Allocation, Wealth Management, Asset Management, Equities, Financial Advisory, Fixed Income, Hedge Funds, Alternative Investments, Analysis, Management, Private Equity, Securities, Venture Capital, Financial Analysis, Series 63, Series 7, Financial Planning, Financial Services, Capital Markets
Education
Loyola University Chicago 1999 — 2002
BBA, Finance, Information Systems
Loyola University of Chicago, John Felice Rome Center 2001 — 2001
Bachelor of Business Administration (BBA), International Management
Bernstein Private Wealth Management 2013 - Present
U.C. Berkeley Economics Department January 2012 - May 2013
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Arnold O. Beckman High School 2005 — 2009
Bernstein Private Wealth Management July 2014 - Present
Fidelity Investments December 1992 - July 2014
Wells Fargo Advisors January 1990 - December 1992
Ameriprise Financial October 1987 - December 1989
Education
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts, Business Administration
Minnetonka High
NRUCFC (National Rural Utilities Cooperative Finance Corporation) July 2012 - Present
Bernstein Private Wealth Management 2008 - 2012
Perfect Settings LLC January 2008 - June 2008
American Cancer Society January 2007 - December 2007
Skills
Microsoft Excel, ADP Payroll, ADP HRB, ADP E-Time, SuccessFactors, Taleo, Salary Benchmarking, Employee Benefits, Affordable Care Act, FMLA, COBRA, Employee Wellness..., Payroll Processing, Employee Training, New Hire Processes, Budget Reconciliation, Reporting & Analysis, Customer Service
Education
American University 2004 — 2008
BA, Psychology
Bernstein Private Wealth Management October 2014 - Present
Point Capital Markets, LLC / CAVU Securities, LLC March 2012 - May 2014
MindStare, LLC June 2006 - March 2011
Bank of America April 2003 - June 2006
Merrill Lynch August 1999 - April 2003
Goldman Sachs June 1998 - August 1998
US Army 1994 - 1997
Education
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS), Mathematical Economics ~ Minor in Systems Engineering
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), General Management
UBS Wealth Management August 2015 - Present
Bernstein Private Wealth Management September 2013 - July 2015
Karmalot June 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Event Planning, Organization, Trends, Emerging Trends, Start-ups, Analysis, Management
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Political Science, History
The Taft School 2006 — 2009
High School Diploma
Bernstein Private Wealth Management June 2015 - Present
St. Lawrence University September 2014 - May 2015
Delta Delta Delta January 2014 - January 2015
Stanwich Advisors LLC May 2014 - August 2014
Bella Clothing and Shoes 2011 - January 2014
Skills
PowerPoint, Sales, Management, Microsoft Word, Public Speaking, Facebook, Microsoft Excel, Social Media, Customer Service, Retail, Teamwork, Series 7, Series 63
Education
Saint Lawrence University 2011 — 2015
Bachelor's degree, Economics and Spanish, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
Hanover High School 2007 — 2011
Bernstein Private Wealth Management March 2015 - September 2015
UBS December 2013 - June 2014
Glencore July 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - March 2013
Putnam Eletric August 2007 - August 2011
Greenwich Country Club May 2009 - May 2011
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade
Fendi June 2015 - Present
Bernstein Private Wealth Management August 2011 - June 2015
Bernstein Private Wealth Management August 2007 - August 2011
Investor Relations International November 2005 - August 2007
Hale Bob January 2005 - November 2005
Skills
Marketing, New Business Development, Sales, Business Development, Public Relations, Strategic Planning, Luxury Brand Marketing, Luxury Lifestyle, Luxury Goods, Investments, Portfolio Management, Social Media Marketing, Private Equity, Management, Real Estate, Strategic Financial..., Series 7, Alternative Investments, Asset Managment, Wealth Management, Series 63, Asset Management, CRM, Marketing Strategy
Education
San Diego State University-California State University 2000 — 2004
Bachelors of Science, Major in Business Management, Minor in Spanish, Business Honors Program
Orange County Highschool of the Arts 1996 — 2000
Commercial Dance
Bernstein Private Wealth Management June 2015 - Present
City National Bank March 2012 - March 2015
SunTrust Bank August 2010 - March 2012
HSBC Private Bank July 2005 - August 2010
Bank of America August 2001 - July 2005
ABN AMRO Bank N.V. December 1998 - August 2001
Citigroup September 1995 - December 1999
Skills
Wealth Management, Investments, Private Banking, Investment Banking, Finance, Loans, Investment Management, Wealth Management..., CRM, Leadership, Management, High Net Worth..., Asset Management, Branch Banking, Contract Negotiation, Financial Analysis, Financial Services, Insurance, Series 63, Series 7
Education
Florida International University - College of Business Administration 2008 — 2010
Master of Business Administration (Executive - MBA), Business Administration
Florida International University 1988 — 1991
Bachelor of Arts, Political Science
Florida International University 1987 — 1991
Certificate of Studies (LACC), Latin America and The Caribbean
E*TRADE Financial Corporation 2015 - Present
Northwestern Mutual 2013 - 2015
Robert Half International - Accountemps 2012 - 2013
Nuveen Investments 2011 - 2012
Canyon Capital Advisors 2010 - 2010
Bernstein Private Wealth Management 2010 - 2010
Fuze Beverage - a Coca-Cola Company 2007 - 2009
Morgan Stanley 2002 - 2007
Skills
Derivatives, Recruiting, Staffing Services, Internet Recruiting, Equities, Temporary Placement, Bloomberg, Swapswire, Temporary Staffing, Resume Writing, Finance, Fixed Income, Microsoft Excel, PowerPoint, Interviews, Onboarding, Screening Resumes, Client Services, Microsoft Word, Sourcing, Career Counseling, Mutual Funds, Private Client Services, Client Service Oriented, CRM, ProTrack, Unix, DTCC, Mac OS, Windows, Access, Sim Corp Dimension, Social Media, SAG, AFTRA, AEA, Client/Hiring Manager..., Candidate Marketing, Career Development..., Life Insurance, Insurance, Fixed Annuities, Variable Annuities, College Funding..., College Funds, Estate Planning, Strategic Financial..., Management, Sales, Leadership
Education
Sacred Heart University
BS, Business, dual concentration in Marketing and Management
Poly Prep Country Day School
High School
Bernstein Private Wealth Management June 2015 - Present
Neuberger Berman June 2014 - March 2015
UCLA Anderson School of Management February 2013 - September 2014
Sunshine Sachs February 2013 - April 2013
Go! Calendars, Games & Toys 2012 - 2013
Criminal Defense Law Offices of Lawrence Wolf June 2012 - August 2012
Skills
Courts, Event Planning, Research, PowerPoint, Sales, Social Networking, Customer Service
Education
UCLA 2011 — 2015
Bachelor of Arts (BA), Economics & Sociology
Universidad de Granada
Spanish Language; Economics; Culture
Bernstein Private Wealth Management May 2015 - Present
Wells Fargo August 2012 - May 2015
Newport Coast Securities January 2011 - August 2012
Reid Resort Realty, Inc 2010 - 2011
Marcus & Millichap 2009 �2010 2009 - 2010
Skills
Real Estate, Investments, Financial Analysis, Market Research, Marketing, Proposal Writing, Finance, Sales, Customer Service, Microsoft Office, Project Management, Database Administration, Management, Investment Properties, Asset Managment, Strategic Financial..., Portfolio Management, Brokerage, Insurance, Financial Modeling, Budgets, Wealth Management
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor's Degree, Finance
Bernstein Private Wealth Management April 2015 - Present
Northwestern Mutual December 2013 - March 2015
Northwestern Mutual September 2012 - May 2013
University of Kansas January 2012 - May 2013
Skills
Sports Management, Public Speaking, Sports, Sports Marketing, Leadership, Team Building, New Business Development, Strategic Planning, Event Planning, Financial Analysis, Teaching, Social Networking, Coaching, Social Media Marketing, PowerPoint, Social Media, Fundraising, Research, Microsoft Excel, Management, Marketing, Event Management, Public Relations, Time Management, Marketing Communications, Microsoft Office, Data Analysis, Nonprofits, Facebook, Microsoft Word, Community Outreach, Customer Service, Higher Education, Sales, Teamwork, Editing, Access, Leadership Development, Athletics, Budgets, Analysis
Education
University of Notre Dame 2008 — 2012
Bachelor of Science (BS), Business Management and Consulting
University of Kansas 2012 — 2013
Graduate Student, Sports Management
Bernstein Private Wealth Management April 2014 - Present
AEON January 2012 - April 2013
Skills
Tutoring, Teaching, Curriculum Development, Curriculum Design, Teaching English as a..., Psychology, Piano, Classroom
Education
Rice University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Keio University 2010 — 2010
Cross-Cultural Studies
Interlochen Arts Academy 2003 — 2007
High School Diploma, Piano Performance
Bernstein Private Wealth Management April 2014 - Present
National Philanthropic Trust February 2009 - March 2014
Bear Stearns & Co. February 1997 - August 2008
Skills
Philanthropy, Planned Giving, Investment Management, Stewardship, Grants, Fundraising, Non-profits, Strategic Partnerships, Entrepreneurship, Alternative Investments, Public Speaking, Governance, Salesforce.com, Marketing Communications, Proprietary Trading, Personal Financial..., Business Relationship..., Capital Markets Analysis, Product Development
Education
New York University 2006 — 2008
Master of Science (M.S.), Fundraising and Philanthropy
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Redwood High School 1989 — 1992
H.S. Diploma
Bernstein Private Wealth Management 2012 - Present
Barclays 2009 - 2012
Charles Schwab 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Series 7, Series 63, Series 66, Series 31, Series 55
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Rice University
Bachelor of Arts (B.A.), Biology
Toigo
Saks Fifth Avenue February 2015 - Present
Saks Fifth Avenue January 2013 - February 2015
Bernstein Private Wealth Management May 2011 - August 2012
Argonaut Capital 2006 - 2010
Skills
Luxury Goods, Investor Relations, Fashion, Merchandising, Retail, E-commerce, Styling, Series 7, Series 63, Omniture, Alfresco, Beauty Industry, Microsoft Excel, Management, Trend Analysis, Marketing Strategy, Social Media Marketing, Social Media
Education
Skidmore College
Bachelor's Degree, Management and Business
Bernstein Private Wealth Management July 2015 - Present
Q2 Software August 2014 - January 2015
Q2 Software June 2014 - August 2014
American Campus Communities – 26 West September 2013 - February 2014
American Campus Communities – 26 West May 2013 - August 2013
The Student Centre May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, Sales, Leases, PowerPoint, Financial Modeling, Student Housing, Microsoft Word, Creative Writing, Solid computer skills, Leasing, Customer Service, Investments, Fair Housing, Research, Data Analysis, Leadership, Finance, Public Speaking, Management, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, Junior
The University of Texas at San Antonio 2011 — 2012
TASIS England 1997 — 2011
Bernstein Private Wealth Management December 2005 - Present
Tandus 1995 - 2005
Skills
Financial Analysis, Investment planning and..., Wealth transfer..., Pre transaction planning, Global asset allocation, Mergers, Asset Allocation, Alternative Investments, Wealth, Mergers & Acquisitions, Estate Planning, Investments, Securities, Wealth Management, Strategic Financial..., Wealth Management..., Asset Management, High Net Worth..., Investment Strategies, Investment Advisory, Hedge Funds, Retirement Planning, Investment Management, Trusts, Private Equity, Financial Planning
Education
Indiana University - Kelley School of Business 1988 — 1992
UBS Wealth Management July 2015 - Present
Bernstein Private Wealth Management February 2010 - July 2015
GE Capital — Global Semiconductor Investments January 2003 - January 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
MBA, Finance
University of California, Irvine 1989 — 1993
Bachelor of Arts (B.A.), Social Ecology
Overland & Shanahan Wealth Advisors, Inc. February 2015 - Present
Bernstein Private Wealth Management June 2013 - January 2015
Stage 5 Group LLC January 2010 - April 2013
Cottingham & Butler July 2009 - June 2010
M&N Trading September 2006 - February 2009
Skills
Risk Management, Capital Markets, Financial Analysis, Fixed Income, Trading, Business Planning, People Skills, Derivatives, Alternative Investments, Start-ups, Strategy, Analysis
Education
Loras College 2002 — 2006
BA, Finance, concentration in Int'l Business
Cary Stamp & Company March 2014 - June 2015
Bernstein Private Wealth Management January 2011 - October 2013
Bernstein Private Wealth Management June 2010 - August 2010
Skills
Investments, Series 7, Asset Management, Equities, Bloomberg, Investment Strategies, Asset Managment, Mutual Funds, CRM, Leadership, Trading, Finance, Analysis, Alternative Investments, Forecasting, Derivatives, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Asset Allocation
Education
Florida Atlantic University 2014 — 2015
Office Depot Center for Executive Education, Certified Financial Planner Certification Program
Salisbury University 2006 — 2010
Bachelor's of Science, Finance
York Suburban 2002 — 2006
Bernstein Private Wealth Management July 2015 - Present
Goldman Sachs March 2014 - September 2014
JPMorgan Chase September 2012 - March 2013
PFM Advisors September 2011 - March 2012
Quotient Financial Solutions May 2010 - August 2010
Education
Drexel University 2010 — 2015
Bachelor of Science in Economics, Minor in Finance, Summa Cum Laude
Diocesan College (Bishops) 2005 — 2009
Distinction ("A" Average)
Paradigm Talent Agency 2007 - Present
Bernstein Private Wealth Management 2005 - 2007
Free Lance Wardrobe Styling 2004 - 2004
Skills
Administrative..., Music Industry, Interviews, Office Administration, Human Resources, Data Entry, Research, Phone Etiquette, Travel Arrangements, ADP ezLaborManager, Microsoft Office, Microsoft Excel, Microsoft Word, Expense Reports, Business Letters, Tour Booking
Education
Ohio University 2000 — 2004
Human and Consumer Sciences, Retail Merchandising
Bernstein Private Wealth Management April 2015 - Present
Fisher Investments September 2014 - April 2015
Carnegie Mellon University October 2012 - August 2014
Acrinta, LLC May 2012 - June 2012
Skills
Microsoft Office, Research, Data Analysis, Higher Education, Matlab, Microsoft Excel, Writing, SPSS, German, User Experience, PowerPoint, Access, Editing, Microsoft Word, Teaching, Public Speaking, OS X, Adobe Creative Suite, HTML 5, Office Administration, Translation, Community Outreach, Nonprofits, Fundraising, Event Planning, Customer Service, Project Management, Social Media
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science (BS), International Relations and Politics, German Studies
Inlingua International (Berlin, Deutschland) 2013 — 2013
B2 Proficiency Level, German Language
Goethe Institut (München, Deutschland) 2012 — 2012
B1 Proficiency Level, German Language
Sewickley Academy 2006 — 2010
Bernstein Private Wealth Management December 2014 - Present
Tradeweb June 2010 - December 2014
Skills
Series 63, Series 7, Fixed Income, Capital Markets, Electronic Trading, Relationship Management, Bonds, Trading, Equities, Derivatives, Financial Markets, Hedge Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing Management
Bernstein Private Wealth Management March 2015 - Present
Neuberger Berman April 2012 - February 2015
MF Global August 2011 - November 2011
MF Global November 2010 - August 2011
Credit Suisse June 2009 - August 2009
Potomac Portfolios LLC, July 2008 - August 2008
Astor Interiors June 2007 - August 2007
K.Taeger Clothing Boutique June 2006 - August 2006
Skills
Bloomberg, Fixed Income, Series 7, Hedge Funds, Derivatives, Capital Markets, Equities, Trading, Series 63, Financial Modeling, Alternative Investments, Investments, Investment Banking, Securities, Valuation, Portfolio Management, Bonds, Asset Managment, Financial Analysis, Electronic Trading
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Bachelor in Business Administration, Finance and Marketing
Hobart and Willam Smith Colleges 2006 — 2007
Bachelor of Arts, Economics and Psychology
Choate Rosemary Hall 2002 — 2006
High School Diploma
AllianceBernstein August 2013 - Present
Bernstein Private Wealth Management August 2013 - Present
Semester At Sea / ISE August 2012 - December 2012
Guoco Group June 2011 - July 2011
JPMorgan Chase July 2010 - August 2010
Keppel Land June 2010 - July 2010
Mercedes-Benz May 2009 - July 2009
Skills
Microsoft Office, iWork, Bloomberg
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Economy - International Business
National Taiwan University
Xiamen International School
Bernstein Private Wealth Management February 2013 - Present
Bernstein Private Wealth Management August 2009 - February 2013
Bernstein Private Wealth Management June 2008 - August 2009
Arrow Appraisal Group, LLC January 2005 - June 2008
Draper & Kramer Mortgage Corp. January 2003 - March 2005
The Dilenschneider Group May 2001 - August 2001
Skills
Asset Management, Event Planning, Finance, Investments, Marketing, Series 7, Strategic Planning, Sales
Education
University of Iowa 1998 — 2002
Bachelors Degree, Journalism & Mass Communication, Business
Bernstein Private Wealth Management June 2015 - Present
Bryant Park Capital October 2014 - December 2014
Happy Mango Credit Inc. May 2014 - August 2014
New York University June 2013 - May 2014
New York University September 2012 - August 2013
Mount Sinai Beth Israel June 2012 - June 2013
Skills
Statistical Data..., SPSS, Analysis, Microsoft Excel, Microsoft Office, Economics, Chemistry, Clinical Research, Microsoft Word, PowerPoint, Capital IQ, Stata, Research, Finance, Valuation
Education
New York University 2011 — 2015
Bachelor's degree, Economics Minors: Mathematics, Chemistry
Nyack High School 2007 — 2011
Bernstein Private Wealth Management May 2014 - Present
Intrax November 2012 - May 2014
Intrax Centers July 2012 - November 2012
Lango February 2012 - August 2012
University of California, Berkeley International House August 2010 - May 2011
University of California, Berkeley International House December 2007 - May 2011
Pillsbury Winthrop Shaw Pittman LLP June 2008 - August 2008
Skills
Research, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Social Media, Event Planning, Public Speaking, Microsoft Office, Community Outreach, Editing, Legal Research, Spanish, Fundraising
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, English, minor in Philosophy
University of California, San Diego Extension 2011 — 2011
Paralegal Certificate, ABA-Approved Paralegal Program
Murrieta Valley High School 2003 — 2007
Bernstein Private Wealth Management March 2015 - Present
Bernstein Private Wealth Management November 2011 - March 2015
New Frontier Capital Advisors January 2011 - November 2011
JP Morgan June 2008 - August 2008
Bloomberg June 2007 - August 2007
United States Senate June 2006 - August 2006
Skills
Private Equity, Asset Management, Alternative Investments, Series 7, Hedge Funds, Series 63, Equities, Investment Management, Fixed Income, Securities, Investment Strategies
Education
College of Charleston 2006 — 2010
BA, English
The Salisbury School
Bernstein Private Wealth Management February 2015 - Present
Bernstein Private Wealth Management September 2010 - February 2015
Lydian September 2009 - September 2010
Skills
Investments, Portfolio Management, Banking, Series 7, Mutual Funds, Investment Strategies, Hedge Funds, Marketing, Financial Analysis, Wealth Management, Asset Managment, Financial Modeling, Investment Advisory
Education
Palm Beach Atlantic University 2005 — 2008
Bachelors, Finance/Accounting
Bernstein Private Wealth Management 2010 - Present
Southard Communications 1995 - 2010
Weber Shandwick/Dorf & Stanton 1989 - 1994
Skills
Wealth Management, Investments, New Business Development, Financial Analysis, Asset Managment, Equities, Series 7, Alternative Investments, Start-ups, Investment Strategies, Asset Management, Research, Strategy, Financial Advisory, Personal Finance, Strategic Planning, Hedge Funds, Finance, Mergers & Acquisitions, Investor Relations
Education
Syracuse University 1985 — 1989
BA
Syracuse University 1985 — 1989
Department of the Navy August 2010 - Present
Bernstein Private Wealth Management November 2006 - July 2010
Skills
Leadership, Program Management, Microsoft Office, Security Clearance, Customer Service, Project Management, Military, DoD, Policy, Training
Education
University of Virginia Darden School of Business 2012 — 2012
Navy Business Resource Management Program, MBA
James Madison University 1999 — 2003
Bachelor’s Degree, Finance, General
PandaDoc September 2015 - Present
Bernstein Private Wealth Management October 2014 - August 2015
Brown Brothers Harriman June 2013 - October 2014
The Boston Globe June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Access, SAP, BI, Essbase, MEAPS, Bloomberg, Bloomberg Terminal, Microsoft Office, Infrastructure, Alternative Investments, Financial Modeling, Real Estate, Hedge Funds, Investments, Trading, Fixed Income, Equities, Finance, DCF Valuation, Comparable Analysis, Trading Systems, Accounting, Excel, PowerPoint, Research, Writing, Qualtrics, Training, Valuation, Economics, Analysis, Data Analysis, Asset Allocation, Mutual Funds, Leadership, Financial Services, Asset Management, Sales
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Tampa Preparatory School 2005 — 2009
High School Diploma
UBS Wealth Management March 2012 - Present
Bernstein Private Wealth Management September 2003 - March 2012
KPMG US February 1979 - June 2003
Education
Cornell Law School 1971 — 1974
J.D., Law
Knox College 1967 — 1971
B.A., History
Thrive Market August 2015 - Present
DogVacay September 2014 - August 2015
Bonobos January 2012 - September 2014
Luxor Capital Group March 2010 - December 2011
Bernstein Private Wealth Management August 2007 - February 2010
McKinsey & Company 2001 - 2005
Skills
Venture Capital, Private Equity, Corporate Development, Financial Modeling, Start-ups, Due Diligence, Mergers, Corporate Finance, Valuation, Entrepreneurship, Investment Banking, Financial Analysis, Strategy, Business Strategy, Business Development, Mergers & Acquisitions, Competitive Analysis, Hedge Funds
Education
Stanford Graduate School of Business 2005 — 2007
MBA
Princeton University 1997 — 2001
BSE, Computer Science
Livingston High School 1994 — 1997
Leader Capital Corp November 2013 - Present
Bernstein Private Wealth Management March 2007 - October 2013
Education
University of California, Berkeley
Bachelor’s Degree
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management 2008 - July 2014
Bernstein Private Wealth Management February 2012 - December 2012
United Launch Alliance (ULA) March 2006 - August 2008
CGI-AMS June 2005 - March 2006
Northwestern Mutual May 2004 - May 2005
Skills
Financial Analysis, Analysis, Financial Modeling, Asset Management, Data Analysis, Microsoft Excel, Series 7, Financial Advisory, Project Management, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Finance, Corporate Finance, CRM
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Management
Bernstein Private Wealth Management August 2000 - Present
Skills
Alternative Investments, Asset Allocation, Series 7, Wealth Management, Investment Management, Asset Managment, Series 63, Hedge Funds, Equities, Portfolio Management, Investments, Investment Strategies, Fixed Income, Estate Planning, Private Equity, Valuation, Capital Markets, Retirement Planning, Wealth Management..., Financial Modeling, Finance, Financial Advisory, Strategic Financial..., Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance
El Camino Real High School 1992 — 1996
Bernstein Private Wealth Management September 2011 - Present
Bernstein Private Wealth Management December 2008 - December 2011
Bernstein Private Wealth Management August 2006 - December 2008
Bernstein Private Wealth Management November 2004 - August 2006
Bernstein Private Wealth Management September 2003 - November 2004
Cadwalader Wickersham and Taft July 2002 - June 2003
Skills
Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Series 7, Finance
Education
Dartmouth College 1998 — 2002
BA, Comparative Literature
Naperville Central High School 1994 — 1998
Bernstein Global Wealth Management May 2015 - Present
Bernstein Private Wealth Management April 2011 - April 2015
Bernstein Global Wealth Management July 2010 - April 2011
Bernstein Global Wealth Management September 2008 - July 2010
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Investment Management, FINRA, Asset Management, Equities
Education
Fordham University School of Law 2011 — 2015
JD
Colgate University
BA
Bernstein Private Wealth Management May 2015 - Present
Franklin Templeton Investments April 2011 - April 2015
Franklin Templeton Investments February 2008 - April 2011
Fisher Investments 2007 - 2008
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Fisher Investments 2003 - 2005
Education
University of California, San Diego 1998 — 2002
Bernstein Private Wealth Management June 2005 - Present
Oppenheimer & Co. June 2003 - June 2005
Adams Harkness June 1996 - June 2003
Skills
Equity Research, Wealth Management..., Series 63, Pensions, Estate Planning, Private Equity, Emerging Markets, Finance, Investment Advisory, Economics, Institutional..., Financial Services, Asset Management, Bloomberg, Wealth Management, Investment Banking, Asset Allocation, Portfolio Management, ETFs
Education
Harvard Business School 1981 — 1983
MBA, Finance
Jacksonville University 1970 — 1974
BA, Mathematics
Bernstein Private Wealth Management September 1994 - Present
Robert Charles Lesser & Co. 1991 - 1994
Laventhol & Horwath 1976 - 1991
Skills
Investment Management, Investments, Asset Allocation, Finance, Estate Planning, Estate Tax Planning, Real Estate, Alternative Investments, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Wealth Management..., Wealth Management, Asset Management, High Net Worth..., Tax, Wealth, Strategic Financial..., Retirement Planning, Financial Planning
Education
Michigan State University - The Eli Broad Graduate School of Management 1974 — 1976
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (BS)
Bernstein Private Wealth Management 2007 - Present
Education
John Carroll University 2000 — 2003
Finance, General
Mayfield
Mayfield
Bernstein Private Wealth Management February 2015 - Present
AllianceBernstein January 2011 - February 2015
Bernstein Global Wealth Management January 2008 - January 2011
Bernstein Global Wealth Management 2004 - 2008
Skills
Alternative Investments, Asset Managment, Asset Allocation, Series 7, Investment Management, Equities, Investments, Investment Strategies, Fixed Income, Series 63, Capital Markets, Wealth Management, Hedge Funds, Securities, Investment Advisory, Fund Of Funds, Institutional..., Separately Managed..., ETFs, FINRA, Asset Management, Interviews
Education
Cornell University 1987 — 1991
B.S., Applied Economics
Bernstein Private Wealth Management April 2015 - Present
Skills
Investments, Series 7, Financial Services, FINRA, Strategic Planning, Health Insurance, Securities, Employee Benefits, Sales, Uniform Combined State..., Finance, Wealth
Education
Penn State University 2004 — 2008
BA, Public Relations, Theatre, Business, International Studies
Council Rock
Bernstein Private Wealth Management April 2013 - Present
Bernstein Private Wealth Management 2004 - March 2013
Skills
Series 63, Series 7
Education
University of California, San Diego 1997 — 2001
BA, Human Development
Bernstein Private Wealth Management 2008 - Present
MuniMae 1998 - 2007
Skills
Investments, Alternative Investments, Financial Modeling, Asset Allocation, Hedge Funds, Series 7, Valuation, Asset Managment, Investment Management, Wealth Management, Equities, Financial Analysis, Fixed Income, Investment Strategies, Portfolio Management, Series 63, Investment Advisory, Mutual Funds
Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.), Real Estate
University of Maryland School of Law
Doctor of Law (J.D.)
Duke University
Bachelor of Arts (B.A.)
Bernstein Private Wealth Management August 2015 - Present
Education
Rice University - Jesse H. Jones Graduate School of Management 2009 — 2011
MBA
Netherland, Sewell & Associates, Inc 2013 — 2013
Huntington College 1998 — 2002
BA
American Studies Program 2000 — 2001
Concordia Lutheran High School 1994 — 1998
Bernstein Private Wealth Management September 2006 - Present
Paychex March 1997 - August 2006
Skills
Retirement Planning, Strategic Financial..., Investments, 401k, Series 7
Education
Miami University 1987 — 1991
B.S., Accounting
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bernstein Private Wealth Management August 2015 - Present
U.S. Trust August 2013 - July 2015
US Trust February 2013 - August 2013
Merrill Lynch September 2011 - February 2013
Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook
Education
Northern Arizona University, College of Business Administration 2006 — 2011
B.S.B.A, Finance and Marketing
Temecula Valley High School 2002 — 2006
Bernstein Private Wealth Management 2007 - 2015
Sanford C. Bernstein 1995 - 2007
Sanford C. Bernstein 1989 - 1995
Skills
Equities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Wealth Management, Investments, Fixed Income, Asset Management, Management, Finance, Investment Management, Strategic Planning
Education
The George Washington University 1985 — 1989
Bachelor’s Degree, Finance
Woodward Capital Partners January 2015 - Present
J.P. Morgan 2011 - May 2013
Bernstein Private Wealth Management 2009 - 2011
Medtronic 2006 - 2008
Johnson & Johnson 2004 - 2006
Merck 2000 - 2004
Skills
Asset Management, Sales, Asset Managment, Management, Fixed Income, Investments, Alternative Investments, Financial Analysis, Financial Modeling, Wealth Management, Equities, Portfolio Management, Series 7, Asset Allocation, Project Management, Strategy, Hedge Funds, Finance
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development
Michigan State University
Bachelor of Science
UBS Wealth Management July 2014 - Present
Bernstein Private Wealth Management September 2004 - July 2014
Morgan Stanley August 2003 - September 2004
Education
The University of Georgia 1999 — 2003
BBA, Banking and Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance
Berkeley Preparatory School 1995 — 1999
High School
Bernstein Private Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2009 - November 2011
Bernstein Global Wealth Management September 2006 - June 2009
Bernstein Global Wealth Management October 2003 - August 2006
Education
Clemson University 1997 — 2002
BS, Computer Science
Bishop McGuinness High School 1994 — 1997
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management January 2013 - August 2014
Morgan Stanley Smith Barney November 2010 - January 2013
IMG Financial Group October 2009 - May 2010
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking
Bernstein Private Wealth Management June 2000 - Present
Northern Trust Bank May 1998 - June 2000
Salomon Brothers November 1995 - March 1998
Skills
Marketing, Event Planning, Marketing Strategy, Microsoft Excel, Microsoft Word, Marketing Communications, Event Management, Strategic Planning, Business Strategy
Education
Lewis University
B.A., Business Administration
Marian Catholic High School
Business/Commerce, General
PPM America May 2011 - Present
PPM America, Inc. September 2007 - May 2011
Bernstein Global Wealth Management (Chicago) May 2006 - September 2007
Bernstein Private Wealth Management May 2005 - May 2006
Bernstein Private Wealth Management May 2003 - May 2005
Skills
Asset Managment, Portfolio Management, Investments, Financial Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing, Management & Strategy
Northwestern University 2005 — 2009
MA Literature
University of Michigan 1999 — 2003
Economics
Bernstein Private Wealth Management September 2014 - Present
Bernstein Private Wealth Management March 2014 - September 2014
Bernstein Private Wealth Management July 2012 - March 2014
Hay Group March 2011 - May 2012
Vanguard March 2010 - September 2010
Skills
Data Analysis, Microsoft Excel, Investments, Finance, Series 63, Wealth Management..., Asset Allocation, Financial Modeling, Investment Management, Series 7, Manage Client..., Financial Services, Data Modeling, Microsoft Office
Education
Roanoke College 2006 — 2009
BBA, Business Administration, Finance
Bernstein Private Wealth Management May 2014 - Present
Caerus Energy, LLC December 2009 - May 2014
Sammons Corporation May 2008 - August 2009
Alliance Bernstein May 2004 - May 2008
Skills
Mergers, Private Equity, Investments, Asset Managment, Alternative Investments, Energy, Strategy, Strategic Planning, Gas, Asset Management, Investment Banking, Venture Capital, Portfolio Management, Mergers & Acquisitions, Commodity, Contract Negotiation, Corporate Development, New Business Development, Start-ups, Trading, Business Development, Management, Finance, Capital Markets, Business Strategy, Executive Management, Business Valuation, Management Consulting, Natural Gas, Corporate Finance, Entrepreneurship, Investment Management, Financial Advisory, Hedge Funds, Equities, Emerging Markets, Financial Planning
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BA, Marketing
Dallas Jesuit High School 1985 — 1989
Bernstein Private Wealth Management August 2015 - Present
Weinstock Manion, A Law Corporation August 2014 - August 2015
Karlin & Peebles, LLP January 2013 - August 2014
Karlin & Peebles, LLP June 2009 - December 2012
Law Offices of Andrea Kushner Ross January 2005 - May 2009
Freeman, Freeman & Smiley November 2000 - November 2004
Skills
Trusts, Legal Research, Wills, Tax, Nonprofits, Estate Planning, Tax Law, Estate Administration, Litigation, Legal Writing, Civil Litigation, Estate Tax Planning
Education
Loyola Law School, Loyola Marymount University 2000 — 2005
LLM
University of Southern California Law School 1994 — 1997
JD
UCLA 1989 — 1993
BA, Political Science
Bernstein Private Wealth Management April 2014 - Present
Bernstein Private Wealth Management March 2012 - March 2014
6th Street Consulting May 2011 - March 2012
CBIZ MHM, LLC 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, MS Project, Portfolio Optimization, Resource Allocation, Excel, SharePoint, Word
Education
University of California, Los Angeles 2005 — 2010
B.A. International Economic Development, Minor Environmental Studies/Geography
Bernstein Private Wealth Management February 2015 - Present
NPR 2011 - Present
SEAMAAC November 2014 - February 2015
SOAS Radio September 2013 - 2014
Survival International 2013 - 2014
Starfinder Foundation September 2011 - April 2013
Germantown Newspapers Inc. 2012 - 2013
Ergo Preparatory Academy 2011 - 2011
Centro Latino de Salud 2009 - 2011
Skills
Professional Writing, Editing, Academic Writing, Working With Children, Sociology, Social Services, Globalization, Developing Countries, Economic Development, Non-profit Program..., Human Rights, Poverty Reduction, NGOs, Community Development, Community Outreach, Newspapers, International Studies, Public Relations, Development Economics, Advertising, Teaching, Social Networking, Academic Tutoring, Event Planning, Academic Publishing
Education
School of Oriental and African Studies, U. of London 2013 — 2014
MSc, Globalisation and Development
The University of Missouri Columbia 2006 — 2010
Bachelor of Arts, Interdisciplinary Studies- International Studies & Sociology
The Episcopal Academy 2002 — 2006
High School Diploma
Bernstein Private Wealth Management April 2015 - Present
Bernstein Global Wealth Management March 1997 - Present
Education
The University of Texas at Arlington 1978 — 1982
BBA, Marketing
University of Texas at Arlington 1978 — 1982
BBA, Marketing
Bernstein Private Wealth Management 2003 - Present
Skills
Asset Allocation, Bloomberg, Series 7, Financial Modeling, Investments, Asset Management, Alternative Investments, Hedge Funds
Education
Trinity College, Dublin 1999 — 2011
Master of Philosophy (M.Phil.) with Distinction, International Peace Studies
University of Limerick 1992 — 1996
Bachelor of Arts (BA), European Studies and Spanish
Bernstein Private Wealth Management September 2014 - Present
UBS Wealth Management June 2013 - August 2013
Barclays July 2012 - July 2012
Skills
English, Spanish, Portuguese, Microsoft Office, Series 7
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor's degree, Finance
St. Dominic's International School Lisbon, Portugal 2008 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates