Private Client Resources, LLC
Address: 187 Danbury Rd # 202, Wilton, CT 06897 Hours: Closed ⋅ Opens 8AM Tuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 762-9006: Category: Website: : : : Place name: : : Website: http://www.pcrinsights.com/ Category: Business Related 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? Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Client Resources Posting publicly on the Web Write a review Reviews 1 Google review
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Private Client Resources, LLC Employees
RBC May 2013 - Present
Private Client Resources, LLC 2012 - 2013
UBS September 2009 - March 2012
UBS September 2008 - October 2009
UBS June 2005 - September 2008
UBS October 2006 - May 2007
Skills
Wealth Management, Account Management, Onboarding, Management, Program Management, Finance, Microsoft Excel, Time Management, Financial Services, Financial Advisory, CRM, Employee Benefits, Call Centers, Mutual Funds, Strategic Planning, Salesforce.com, Research, Financial Analysis, Business Development, Sales, Insurance, Strategy, Wealth
Education
Marist College 1998 — 2002
Bachelor of Arts, Communications
The Game Agency October 2014 - Present
Private Client Resources, LLC July 2013 - October 2014
LiveClips, LLC May 2012 - June 2013
Skills
Programming, C++, Windows, Java, Linux, SSRS, Microsoft Office, Microsoft Excel, Microsoft SQL Server, PowerPoint, Microsoft Word, VHDL, MIPS, XML, C3, C# 4.0, ASP.NET, .NET, HTML, PostgreSQL, MySQL
Education
Montclair State University 2012 — 2013
Bachelor of Science (BS), Computer Science
Bergen Community College 2009 — 2011
Associate of Science (A.S.NSM.GEN), Natural Science and Mathematics (General)
Stonebridge Advisors LLC March 2015 - Present
Private Client Resources, LLC August 2013 - March 2015
Gilman Hill Asset Management February 2013 - August 2013
Tween Brands August 2009 - July 2013
UBS Wealth Management September 2012 - December 2012
Skills
Sales, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Portfolio Center, Outlook, Customer Service, Bloomberg Terminal, SQL, Morningstar, Eviews
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (BS), Finance. Business Economics
peerVantage LLC KNOW WHERE YOUR STAND March 2012 - Present
Private Client Resources, LLC October 2000 - January 2011
Chase Manhattan Bank January 1995 - April 2000
Loan Pricing Corp April 1985 - April 1995
Skills
Financial Analysis, Research, Social Media, Multivariate Analysis, Econometrics, Alternative Investments, Financial Services, Finance, Venture Capital, Investment Strategies, Start-ups, Entrepreneurship, Investment Management, Wealth Management
Education
Lehigh University
PhD, economics and statistics
NYU Stern School of Business
PhD scholarship, mathematics, econometrics
SourceHOV January 2015 - April 2015
Kumon August 2014 - January 2015
Private Client Resources, LLC December 2013 - April 2014
ComFit Learning September 2013 - December 2013
Rain Jewelry Collection November 2012 - July 2013
Espresso Love March 2012 - November 2012
Peace Rose Montessori School January 2012 - February 2012
UNC Wilmington October 2011 - February 2012
Coastal Designer Glass June 2011 - August 2011
UNC Wilmington February 2011 - May 2011
Skills
Advertising, Event Planning, PowerPoint, Teaching, Management, Editing, Photography, Painting, Nonprofits, Childcare, Team Leadership, Customer Service, Leadership, Gallery Management, Microsoft Works, Coffee, Training, Cash Flow, Organizing, Cash Handling, acrylic painter, Microsoft Office, Mac, Art, Social Media, Social Networking
Education
University of North Carolina Wilmington 2008 — 2011
Bachelor of Arts (B.A.), Fine/Studio Arts, General
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Arts, Studio Art
Columbia University in the City of New York August 2014 - Present
adidas group May 2014 - August 2014
Private Client Resources, LLC October 2012 - March 2013
Goldman Sachs August 2009 - October 2011
Goldman Sachs Services Private Limited - India August 2007 - August 2009
Goldman Sachs March 2006 - August 2007
Goldman Sachs April 2004 - March 2006
Goldman Sachs July 2002 - April 2004
Skills
Fixed Income, Risk Management, Analysis, Derivatives, Portfolio Management, Operational Risk..., Operations Management, Mergers & Acquisitions, Global Business..., Leadership, Financial Risk, Team Leadership, Process Improvement, Program Management, Strategic Planning, Policy Analysis, Financial Modeling, portfolio accounting, Cross-functional Team..., Project Planning, Project Implementation, Project Coordination, Risk Assessment, International Relations, Energy Efficiency, Energy Management, Renewable Energy, Renewable Energy Policy, Leading People, Operations Research, Offshoring, Outsourcing, Technical Writing, Developing Client..., Staff Retention, Staff Development, Demand Response, Material Handling..., Sustainable Energy, Financial Services, Investments, Management, Equities, Asset Management, Project Management, Business Development, Hedge Funds, Investment Banking, Capital Markets, Valuation
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (M.P.A.), Energy Policy
Tufts University 1998 — 2002
BA, International Relations
Marietta High Scool
RBS Markets and International Banking March 2014 - Present
Private Client Resources, LLC October 2013 - January 2014
Vision Financial Markets LLC August 2012 - July 2013
HSBC Private Bank October 2011 - August 2012
Allianz Global Investors November 2006 - January 2011
Bankers Life and Casualty April 2005 - May 2006
Egidio, Colon, & Brenner Financial Services August 2004 - February 2005
Skills
Asset Managment, Series 7, Investments, Fixed Income, Equities, Series 63, Portfolio Management, Mutual Funds, Investment Banking, Finance, Alternative Investments, Fixed Annuities, Asset Allocation, Banking, Trading, Financial Markets, Investment Strategies, Financial Services, Securities, Financial Advisory, Hedge Funds, Bonds, ETFs, FINRA, Financial Risk, Uniform Combined State..., Due Diligence, Commodity, Series 24, Wealth Management, Options, Retirement, Asset Management
Education
Central Connecticut State University 1998 — 2002
Bachelor's Degree, Finance: Financial Derivatives, Securities Analysis, International Finance, Fundamental Investing
LinkedIn January 2015 - Present
Tyco Integrated Security November 2013 - December 2014
Let's Get Ready September 2011 - May 2013
Conde Nast September 2012 - December 2012
Private Client Resources, LLC May 2011 - August 2012
Private Client Resources, LLC May 2010 - August 2012
Let's Get Ready January 2012 - May 2012
CMJ October 2011 - October 2011
Skills
Spanish, Marketing, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Lightroom, Photoshop, Outlook, Research, Event Planning, Customer Service, Financial Analysis, Public Speaking, Social Media Marketing, Marketing Communications, Advertising, Social Networking, Editing, Salesforce.com, Teaching, Nonprofits, Creative Writing, Photography
Education
New York University 2009 — 2013
Bachelor of Science (B.S.)
NYU Madrid 2010 — 2010
Private Client Resources, LLC May 2013 - Present
Kopec & Associates December 2011 - September 2013
Bank of America October 2012 - May 2013
A&A Restaurant June 2006 - May 2013
Skills
Excel, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Access, Accounting, Management, Sales, Financial Analysis, Microsoft Word, Finance, Data Analysis, Banking, Analysis
Education
University of Hartford 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.528 GPA
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
MEC April 2014 - Present
Private Client Resources, LLC April 2013 - March 2014
Abercrombie & Kent February 2008 - March 2012
Preferred Meal Systems October 2006 - February 2008
Synovate August 2005 - January 2006
Skills
SQL, SSIS, Business Analysis, Data Analysis, ETL, Crystal Reports, VB.NET, Access, Microsoft SQL Server, Visual Studio, Full SDLC, Business Objects, Visio, Databases, SDLC, SSRS, SharePoint, Business Intelligence, Database Design, T-SQL, Testing
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelor's degree, Computer Information Systems
Microexcel Inc April 2015 - Present
Private Client Resources, LLC January 2012 - April 2015
Private Client Resources, LLC January 2011 - January 2012
DataLan Corporation September 2009 - January 2011
DataLan Corporation December 2001 - January 2011
Apress 2003 - 2010
Approach Inc. June 1998 - December 2001
Skills
Software Development, SharePoint, C#, .NET, ASP.NET, Microsoft SQL Server, Microsoft Technologies, XML, Software Engineering, Technical Leadership, Software Design, Software Project..., SDLC, Microsoft Office..., Enterprise Architecture, Visual Studio, Technical Management, Technical Writing, SQL Server 2000-2008, Software Quality..., SaaS, Business Intelligence, Microsoft CRM, Financial Reporting, Data Aggregation, Technical Architecture, Microsoft Office, SQL Report Writing, Custom Web Parts, SharePoint Designer, SharePoint Services 3.0, Software Consulting, Software Requirements, Financial Data, SSRS, Telerik Web Controls, Vendor Management, Offshore Resource..., HTML, JavaScript, Silverlight, SSIS, Visio, Microsoft Project
Education
Binghamton University 1994 — 1998
BS, Computer Science with Mathematics Minor
Florida Blue November 2012 - Present
Private Client Resources, LLC September 2011 - November 2012
Survey Sampling International February 2008 - September 2011
CIGNA Healthcare January 2007 - February 2008
WellPoint February 2006 - January 2007
ICICI Bank June 2002 - September 2003
Skills
Business Analysis, Business Process..., Requirements Management, Project Management, Scrum, Data Migration, RUP, Quality Assurance, Market Research, Web Applications, Healthcare, SDLC, User Acceptance Testing, Requirements Gathering, Business Requirements, Visio, Finance, Wireframes, Rapid Prototyping, Private Wealth..., SharePoint, Microsoft SQL Server
Education
Amravati University 1998 — 2002
BE, Engineering
Louisiana Tech University
MS, Engineering
Nestor and Clayton LLP September 2013 - Present
Connecticut Medical Management May 2014 - May 2015
Cengage Learning March 2013 - April 2013
City Line Distributors March 2013 - March 2013
Private Client Resources, LLC March 2012 - May 2012
Health Net January 2002 - October 2010
Health Net March 1999 - December 2001
Pitney Bowes March 1998 - September 1998
Toys R Us Toy Store August 1992 - March 1998
University of Bridgeport Bookstore July 1991 - February 1992
Skills
Data Entry, Health Insurance, Lotus Notes, Access, Employee Benefits, Microsoft Office, Sales, Visio, Insurance, Microsoft Excel, Time Management, Healthcare, Medical Coding, Filing, Teamwork
Education
Training Direct 2011 — 2012
CPT and ICD-9 coding
Housatonic Community College 1997 — 1998
Business Administration
Sacred Heart University 1991 — 1992
Media Studies major
Bunnell High School 1987 — 1991
Diploma, College Prepatory
Energy Income Partners July 2010 - Present
UBS Investment Bank December 2009 - June 2010
Private Client Resources, LLC July 2008 - November 2009
Pequot Capital Management May 2003 - July 2008
Lehman Brothers May 2000 - May 2003
US Navy December 1993 - December 1997
Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income
Education
University of Connecticut 1997 — 2000
Bachelor of Science, Management Information Systems
Manulife Financial May 2011 - February 2015
Deutsche Bank September 2010 - May 2011
Bank of America March 2007 - April 2010
Bank of America September 2006 - February 2007
Private Client Resources, LLC April 2006 - September 2006
Pequot Capital September 2005 - April 2006
Barclays Capital February 2005 - August 2005
Manulife Financial June 2000 - February 2005
SS & C formerly Financial Models Company 1998 - 2000
Skills
Agile Methodologies, Project Management, PMP, Business Analysis, Risk Management, Software Development, SDLC, Requirements Gathering, Business Intelligence, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Portfolio Management, Business Requirements, Service Delivery, Microsoft Technologies, IT Strategy, Vendor Management, Software Project..., Enterprise Architecture
Education
Western University 1997 — 1998
MSc, Computer Science
Western Sydney University 1996 — 1997
Grad Diploma, Commercial Computing
University of Pune 1990 — 1993
B.E., Instrumentation
SS&C GlobeOp July 2015 - Present
Hedge Fund April 2013 - July 2015
Private Client Resources, LLC July 2012 - April 2013
Society Hill Partners LLC January 2011 - February 2012
Group One Trading, LP June 2008 - August 2010
Kuehne + Nagel May 2007 - June 2007
Merrill Lynch Investment Managers June 2006 - August 2006
Taylor Investment Advisors, LP July 2005 - August 2005
Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income
Education
Lehigh University 2004 — 2008
BS, Finance
Loomis Chaffee 2000 — 2004
Private Client Resources, LLC November 2012 - Present
momAgenda LLC August 2007 - November 2012
Genentech September 1989 - March 1996
Skills
Investments, Risk Management, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Relationship Management, Strategic Planning, Outlook
Education
SUNY Geneseo 1983 — 1986
BA, History
SUNY Geneseo
Bachelor of Arts (B.A.), History
Nestlé Waters North America June 2015 - August 2015
Kimble Applications November 2014 - December 2014
GE Capital June 2014 - August 2014
UConn School of Business January 2014 - May 2014
Insomnia Cookies / Serve U Brands July 2013 - March 2014
Private Client Resources, LLC June 2013 - August 2013
Skills
English, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, HTML, Photoshop, CSS, Facebook, Social Networking, Matlab, Research, Social Media Marketing, InDesign, Customer Service, Google Adwords, Data Analysis, Microsoft Word, Outlook, Time Management, Access, Teamwork
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor of Science (B.S.), Management Information Systems, Digital Marketing Certificate
University of Connecticut in London 2014 — 2014
Business and Economics
Trumbull High School 2008 — 2012
General Studies
Private Client Resources, LLC April 2005 - Present
Optima Group June 1993 - September 2004
Skills
Asset Management, Wealth Management, Equities, Budgets, Strategic Financial..., Investments, Portfolio Management, Private Equity, Marketing, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Abilene Christian University 1981 — 1986
BBA, Accounting
Abilene Christian University 1981 — 1986
BBA, Accounting
Abilene Christian University 1981 — 1986
BBA, Accounting
Archway Technology Partners, LLC April 2015 - Present
Private Client Resources, LLC March 2007 - April 2015
DataLan Corporation 1997 - 2007
Skills
Process Improvement, Vendor Management, Management, Alternative Investments, Hedge Funds, Cross-functional Team..., Operations Management, Leadership, Budgets, Portfolio Management, Business Process..., Sales, Project Management, Analysis, Financial Analysis, CRM, Risk Management, Start-ups, Financial Services, Business Development, Finance, Strategy, SharePoint, Business Analysis, Executive Management, Program Management, Wealth Management, Product Management, Change Management
Education
University at Albany, SUNY
BA
City University of New York-John Jay College of Criminal Justice
MPA
Citi August 2015 - Present
Citi June 2013 - July 2015
Citi June 2012 - August 2012
Manatuck Hill Partners May 2011 - August 2011
International Labour Organization (ILO) February 2011 - May 2011
Private Client Resources, LLC May 2009 - August 2009
Education
Cornell University 2009 — 2012
Bachelor of Science, Industrial and Labor Relations
Russell Investments May 2015 - Present
Russell Investments October 2013 - April 2015
Portfolio Evaluations, Inc. January 2013 - September 2013
Portfolio Evaluations, Inc. June 2011 - December 2012
Copa Airlines June 2010 - August 2010
Private Client Resources, LLC May 2009 - September 2009
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Equities, 401k, Financial Analysis, Valuation, Bloomberg, Fixed Income, Alternative Investments, Defined Benefit, Market Analysis, Asset Allocation, Hedge Funds, Series 7, Relationship Management, Series 63, Finance
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Muhlenberg College 2007 — 2011
Bachelor of Arts, Business Administration; International Business Concentration
Universiteit Maastricht 2009 — 2009
Study Abroad, International Business and Economics
The Gunnery
High School
Nancy F. Sachs P.C. April 2015 - Present
Private Client Resources, LLC October 2013 - April 2015
Sargent, Sargent & Jacobs, LLC June 2013 - September 2013
U.S. Department of Justice June 2012 - May 2013
Sacred Heart University May 2011 - August 2011
Fairfield Court House January 2011 - May 2011
Ganim, Ganim, & Ganim Law Firm January 2010 - May 2010
Skills
Political Economy, Business Analysis, Research, Strategic Planning, Analysis, Data Analysis, Business Strategy, Finance, Editing, Policy
Education
Sacred Heart University 2009 — 2013
Bachelor's degree, Political Science/ Government and Business Economics
Bullard-Havens Technical High School 2006 — 2009
High School Diploma, Academic/Technical studies
Produban Santander February 2015 - Present
Blue Screen Technologies LLC. January 2010 - Present
Banco Santander September 2006 - Present
Private Client Resources LLC July 2005 - October 2006
ACS, a Xerox Company August 2003 - July 2005
SCIREX Corporation July 2001 - July 2003
Superior Consultant Corp October 1999 - July 2001
Skills
Active Directory, Windows Server, Citrix, Technical Support, Hardware, Network Administration, Firewalls, Software Installation, TCP/IP, Windows, Routers, Printers, Blackberry, Wireless Networking, Trading Systems, LAN-WAN, Bloomberg, iPhone Support, Mac, Smartphones, Systems Management, Microsoft Exchange, Networking, Servers, IP Phones, LAN/WAN, Desktop Support, Desktop Administration, Desktop Management, Wireless Security, Home Offices, Wiring, ITIL v3 Foundations..., Project Planning
Education
Albertus Magnus College
BS, Finance
Branford Hall 1998 — 1999
Certification (1yr. program), Computer Networking Management, 3.9
Southern CT State Univ 1989 — 1992
Associate's degree, Business Administration and Management, General
Opera Solutions September 2015 - Present
AcordIQ August 2014 - September 2015
Style Research August 2013 - August 2014
Pevara May 2012 - November 2012
RIMES Technologies September 2009 - May 2012
Private Client Resources, LLC July 2008 - March 2009
S&P Capital IQ January 2007 - July 2008
S&P Capital IQ January 2004 - December 2006
S&P Capital IQ April 2001 - January 2004
Standard & Poor's April 2000 - April 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Capital Markets, Structured Finance, Financial Markets, Asset Management, Risk Management, Business Networking, Alternative Investments, Credit, Trading, Bloomberg, Market Data, Financial Services, Investments, Data Sales, Private Equity, Business Development, Mutual Funds, Valuation, Bonds, Investment Banking, CRM, Structured Products, Relationship Management, Securities, Emerging Markets, Asset Allocation
Education
Denison University 1994 — 1998
BA, Major: Economics, Minor: Geology
Brunswick School 1989 — 1994
Geevagh LLC April 2013 - Present
Private Client Resources, LLC December 2012 - March 2013
Private Client Resources, LLC July 2012 - January 2013
Colonial Fund LLC January 2010 - March 2012
Colonial Fund LLC January 1995 - January 2010
Skills
Equities, Asset Management, Alternative Investments, Trading Systems, Investor Relations, Financial Services, Risk Management, Bloomberg, Fixed Income, Securities, Trading, Derivatives, Hedge Funds, Options, Capital Markets, Series 7, Electronic Trading
Education
St. John's University 1991 — 1994
Master of Business Administration (M.B.A.), Finance
UBS Investment Bank August 2008 - Present
UBS Investment Bank December 2007 - August 2008
UBS Investment Bank January 2006 - December 2007
Private Client Resources, LLC March 2005 - December 2005
Skills
Financial Services, Financial Markets, Finance, Fixed Income, Equities, Foreign Exchange, Prime Brokerage, Hedge Funds, Emerging Markets, Derivatives, Structured Products, Financial Modeling, Financial Analysis, Business Intelligence, Business Analysis, Client Analysis, Business Strategy, Process Improvement, Offshoring
Education
CFA Institute 2015 — 2015
2016 Level II Candidate in the CFA Program Passed Level I of the CFA Program in 2015
Fairfield University 2004 — 2006
Master of Science (M.S.), Finance, (graduated magna cum laude)
Bay Path University 1998 — 2002
Bachelor of Science (B.S.), Information Technology Business Administration, (graduated magna cum laude)
Rapaport Diamond Corp. March 2012 - Present
Timeless Designs October 2010 - November 2011
JP Morgan Chase/ RBS Sempra Commodities May 2008 - September 2010
Private Client Resources, LLC March 2006 - May 2008
Skills
Fundraising, Customer Service, Retail, Microsoft Excel, Sales, Budgets, Microsoft Office, PowerPoint, Marketing Strategy, Strategic Planning, Management, Social Media, Microsoft Word, Jewelry Design, New Business Development, Sales Management, Research, Negotiation, Outlook, Bench Work, Sculpture, Fashion, Merchandising, Entrepreneurship, Jewelry, Wholesale, Marketing, Luxury Goods, Business Development, Diamonds, Diamond Grading, Fine Art, Contemporary Art, Tomfoolery
Education
Gemological Institute of America-New York 2014 — 2014
Graduate Gemologist
Gemological Institute of America 2011 — 2012
Fashion Institute of Technology 2009 — 2011
New York University
The University of Connecticut 2001 — 2005
Bachelor's Degree
eloDesigns LLC October 2014 - Present
Private Client Resources, LLC May 2013 - September 2014
RBS Global Banking & Markets October 2010 - January 2013
RBS Global Banking & Markets 2001 - 2010
RBS Greenwich Capital 1999 - 2001
Haagen Dazs 1995 - 1998
Skills
Fixed Income, Electronic Trading, Bloomberg, Investment Banking, Customer Service, CDS, Swaps, Executive Management, Settlement, Trading Systems, Derivatives, Back Office, Middle Office, FX Options, Business Analysis, Financial Services, Business Process..., Marketing, Business Development, MarketAxess, Electronic Markets, Business Requirements, Business Technology..., Organizational..., Client Relations Skills, Client Relations, Data Flow, Capital Markets, Management, Portfolio Management, Hedge Funds, Strategy, Tradeweb, Leadership
Education
Cornell University 1992 — 1995
Bachelor's Degree
Women's Campaign School at Yale 1996 — 1996
Campaign Management
KIPP New Jersey February 2014 - Present
Southwest Conservation Corps August 2013 - October 2013
New York University August 2012 - May 2013
New York City Housing Authority January 2012 - August 2012
Private Client Resources, LLC January 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Photoshop, Dreamweaver, HTML, CSS, Access
Education
New York University 2010 — 2013
Bachelor of Arts (BA), Economics
Lynchburg College 2009 — 2010
Bachelor of Arts (B.A.), Percussion Performance
J.P. Morgan June 2015 - Present
Vanderbilt University December 2013 - Present
Nestlé Waters North America June 2014 - August 2014
Private Client Resources, LLC June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Facebook, Outlook, Microsoft Word, Microsoft Office
Education
Vanderbilt University 2012 — 2016
Mathematics and Economics
Trinity College, Dublin 2014 — 2014
Study Abroad, Business and Economics
Wells Fargo Bank & Wells Fargo Advisors June 2015 - Present
AXA Advisors September 2012 - June 2015
Private Client Resources, LLC May 2008 - August 2008
Mayflower Inn and Spa July 2006 - August 2007
Skills
Finance, Asset Management, Series 7, Econometrics, Analysis, Retirement, Investment Strategies, Economics, Lines Of Credit, Portfolio Management, Series 65, College Education..., Investments, Strategic Financial..., Series 63, Loans, Business Development, Portfolio Performance..., Liquidity Management, Mutual Funds, FINRA, Research, Stata, Fixed Annuities, Microsoft Excel, Suitability Analysis, Microsoft Office, CT Producer License, Banking, Variable Annuities, Risk Models, Marketplace, Municipal Services, Equity Indexed Annuities
Education
Boston University 2007 — 2011
Bachelor’s Degree, Economics
Boston University College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Economics
Pomperaug
VSoft October 2014 - Present
Private Client Resources, LLC September 2013 - October 2014
Infotrieve June 2010 - September 2013
Independence Financial Partners June 2008 - June 2010
Skills
Sales, Salesforce.com, Account Management, CRM, Marketing Strategy, New Business Development, SaaS, Financial Services, Management, Wealth Management, Alternative Investments, Finance, Data Quality Control, Business Development, Analysis, Sales Management, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Strategic Planning, Performance Reporting, Business Analysis, Hedge Funds, Private Equity
Education
The University of Connecticut 2004 — 2008
Bachelor of Science (B.S.), Resource Economics
Electra Information Systems December 2013 - Present
Private Client Resources, LLC January 2012 - May 2013
Vestige Wealth Management, LLC June 2008 - January 2012
Compak Asset Management, Inc. January 2003 - June 2008
Skills
Wealth Management, Private Wealth..., Financial Services, Asset Management, Financial Advisory, Institutional Clients, Investment Management, Hedge Funds, Technology Integration, Private Wealth..., Private Banking, RIA's, Family Offices
Education
Boston College
Bachelor of Arts (BA)
Fairfield College Preparatory School
AT&T Mobility March 2013 - Present
Target December 2012 - March 2013
Private Client Resources, LLC August 2012 - September 2012
Town of Berlin Timberlin Golf Course June 2011 - August 2011
Angry Olive Restaurant June 2010 - August 2010
Central CT Lawn Service September 2008 - December 2008
New Britain Rock Cats Baseball Club April 2006 - September 2007
Skills
Microsoft Office, Financials, Group Presentations, Teamwork, Team Oriented, Goal Oriented, Goal Driven, Hard Worker, Multitasker, Responsibility, Dean's List Recipient, Knowledge of Banking..., Reliability, Team-oriented, Process Improvement, Leadership, Finance, Time Management, Customer Service
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Finance; Economics
Berlin High School 2004 — 2008
c1secure July 2015 - Present
Private Client Resources, LLC July 2010 - July 2015
Skills
Wealth Management, Financial Reporting
Education
Muhlenberg College 2006 — 2010
BA, Finance, Marketing
Private Client Resources, LLC July 2013 - Present
Private Client Resources, LLC October 2012 - Present
Private Client Resources, LLC November 2011 - Present
Patriot National Bank November 2010 - June 2011
Patriot National Bank October 2009 - November 2010
First Investors Corporation April 2009 - September 2009
Skills
Investments, Securities, Hedge Funds, Finance, Alternative Investments
Education
The University of Connecticut 2011 — 2013
MBA, Finance, 3.7
University of Connecticut 2004 — 2009
Bachelors, Economics
Hutchin Hill Capital September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley September 2011 - January 2013
Lehigh University Athletics Partnership January 2010 - January 2011
Private Client Resources, LLC May 2010 - August 2010
AFC First Financial Corp. May 2008 - August 2008
Education
Lehigh University 2009 — 2010
MS, Management Science
Lehigh University 2005 — 2009
BS, Finance
Royal Bank of Scotland August 2009 - Present
Private Client Resources, LLC April 2009 - June 2009
US Trust 2003 - 2004
Skills
Accounting
Education
The University of Connecticut School of Business 2001 — 2005
Bachelors, Accounting
UBS June 2015 - Present
GE Capital October 2014 - May 2015
Private Client Resources, LLC January 2014 - October 2014
UBS Investment Bank November 2011 - January 2014
UBS October 2009 - November 2011
UBS May 2007 - October 2009
Purdue Pharma LP January 1999 - April 2007
Hartford Hospital December 1997 - April 1998
Professional Development Group, Inc 1994 - 1996
Skills
Team Leadership, Stakeholder Management, Program Management, Risk Management, Vendor Management, Data Analysis, Cost Control, Cost Analysis, Operations Management, Cost Benefit, Training, Business Analysis, Requirements Analysis, Project Management, Management, Analysis, SharePoint, Requirements Gathering, Banking, Process Improvement, Business Process, PMO, Leadership, Project Planning
Education
The University of Connecticut School of Business 2004 — 2009
MBA, Finance
Point72 Asset Management (formerly SAC Capital) June 2007 - Present
Private Client Resources, LLC March 2006 - June 2007
JPMorgan 1997 - 2006
Accenture July 1990 - June 1997
Skills
Business Analysis, Trading Systems, Risk Management, Hedge Funds, Equities, Portfolio Management, Project Management
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Rutgers University
Bachelor of Arts (BA)
UBS November 2013 - Present
Private Client Resources, LLC September 2010 - November 2012
Private Client Resources, LLC August 2006 - September 2010
Evaluation Associates 1996 - 2006
CUC Int'l 1993 - 1996
Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities
Education
Sacred Heart University 2000 — 2003
MBA, Finance
The University of Connecticut School of Business 1989 — 1993
BS, Business, Finance
The Portrait Group, LLC 2014 - Present
WealthTouch, Inc. 2008 - 2013
Private Client Resources, LLC 2004 - 2007
Calypso Holdings/Maximum Impact Partners 1996 - 2004
Nuveen Investments 1994 - 1996
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Start-ups, Private Equity, Alternative Investments, Wealth Management, Equities, Asset Management, Executive Management, Financial Services
Education
Northwestern University 1980 — 1984
Economics
UAW Retiree Medical Benefits Trust July 2014 - Present
Goldman Sachs/State Street Bank April 2012 - June 2014
Private Client Resources, LLC September 2011 - January 2012
INTL FCStone Inc. April 2011 - September 2011
Windcrest Discover Investments April 2008 - April 2011
Kenmar 2005 - 2008
Various June 2004 - June 2005
GlobeOp Financial Services February 2004 - May 2004
State Street June 2002 - February 2004
Deutsche Asset Management October 2001 - June 2002
Skills
SAS, SAS70, Palisades SQL -..., Geneva, RediPlus, GoToMeeting.com, SAP Streamworks, Portia, PIMS, Sungard, Reuters, Bloomberg Terminal, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Valuation, Accounting, Investments, Management, Trading, Portfolio Management, Mutual Funds, Fund Of Funds, Capital Markets, Risk Management, FX Options, Equities, Financial Modeling, Finance, Financial Analysis
Education
Penn State University 2010 — 2012
MBA
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Danish International Studies (DIS) 2000 — 2000
International FInance
The Gunnery 1996 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Private Client Resources, LLC December 2012 - Present
Private Client Resources, LLC August 2011 - December 2012
Legg Mason May 2005 - July 2011
Citigroup 2005 - 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Derivatives, Options, Financial Services, Trading Systems, Investments, Trading, Asset Allocation, FINRA
Education
Siena College 1999 — 2002
Bachelor of Arts, History/Political Science
Endurance February 2010 - Present
Private Client Resources, LLC March 2009 - November 2009
GE May 2007 - August 2007
Societe Generale May 2005 - August 2005
Skills
Financial Modeling, Risk Management, Financial Risk, Underwriting, Insurance, Financial Analysis, Data Analysis, Bloomberg, Actuarial Science, Analysis, Reinsurance, Microsoft Excel, Valuation, Corporate Finance, Portfolio Management, Financial Reporting
Education
University of Connecticut 2006 — 2008
MS, Financial Mathematics
University of Connecticut 2002 — 2006
BS, Applied Mathematics
New Reach, Inc. formerly New Haven Home Recovery April 2015 - Present
Archway Technology Partners January 2014 - January 2015
InfoGrate, Inc. 2009 - December 2013
Long Term Solutions, LLC 2006 - 2009
Private Client Resources, LLC 2003 - 2006
Standard Demolition Services, Inc. 2000 - 2002
O'Brien-Kreitzberg, Inc. 1994 - 2000
Skills
Investments, Project Management, Portfolio Management, Risk Management, Financial Modeling, Management Consulting, Program Management, Financial Services, Start-ups, Analysis, Process Improvement, Management, Business Analysis, Strategy
Education
Boston University 1992 — 1994
MA, International Relations
Southern Connecticut State University 1989 — 1992
BS, Political Science
United States Military Academy at West Point 1988 — 1989
Computer Science
Cheshire High School
McAfee August 2014 - Present
Private Client Resources, LLC 2013 - 2014
Bloomberg July 2011 - November 2013
Thomson Reuters January 2004 - July 2011
Thomson Financial 2001 - 2004
Skills
Financial Markets, Electronic Trading, Equities, Market Data, Trading Systems, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Commodity, Portfolio Management, Options, Trading, Investment Banking, Financial Services, Business Analysis, New Business Development, FX Options, Alternative Investments, Asset Management, Securities, Relationship Management, Equity Trading, Derivatives, Bloomberg Terminal, Series 7, Investment Management, Bonds, Mutual Funds, Investments
Education
Pace University
Management Information Systems
Private Client Resources, LLC September 2006 - Present
Coldwell Banker Residential Brokerage September 2015 - Present
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Equities, Portfolio Management, Web Applications, Investments, Wealth Management, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Financial Planning, Mutual Funds
Education
Ithaca College 2000 — 2004
Bachelor of Arts (B.A.), Economics
CrossFit Hybrid Athletics August 2014 - Present
FactSet November 2013 - Present
Private Client Resources, LLC August 2012 - November 2013
Investment Metrics October 2010 - July 2012
Informa Investment Solutions January 2008 - October 2010
Cruice Financial Organizatoin January 2005 - August 2006
Skills
Data Aggregation, Performance Analysis, Account Reconciliation, Financial Reporting, Customer Relations, Product Development, Process Improvement, Analysis, Asset Management, Finance, Equities, Customer Service, Investments, Strategic Financial..., Financial Planning, Financial Analysis, Analytics, Management, Wealth Management, Financial Modeling
Education
The University of Connecticut 2009 — 2013
MBA, Finance, 4.0 GPA
University of Connecticut 2003 — 2007
BS, Agricultural & Resource Economics, Business Minor
FactSet April 2014 - Present
FactSet September 2012 - April 2014
Enterprise Rent-A-Car January 2010 - August 2012
Private Client Resources, LLC July 2009 - October 2009
Skills
FactSet, Enterprise Software, Management
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Arts (B.A.), Finance, Economics, Art History
Erasmus University Rotterdam 2007 — 2007
Economics
Private Client Resources, LLC 2006 - Present
Aon Hewitt 2003 - 2005
Coastal Fairfield County Convention & Visitor Bureau, Inc. 2002 - 2003
NCR Corporation 2001 - 2001
Skills
Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Private Equity, Bloomberg, Securities, Asset Allocation, Financial Services, Derivatives, Alternative Investments, Wealth Management, Financial Planning
Education
Indiana University Bloomington 2000 — 2002
BS, Computer Information Systems & Business Process Management
Florida Atlantic University 1998 — 1999
AA, Liberal Arts
Private Client Resources, LLC July 2013 - Present
iKindi February 2011 - October 2012
GE Asset Management February 2007 - March 2009
GE Asset Management August 2004 - February 2007
GE Asset Management October 1998 - August 2004
GE Asset Management December 1996 - October 1998
MIMCO 1994 - 1996
Skills
Fixed Income, Strategy, Process Improvement, Asset Managment, Financial Services, Portfolio Management
Education
Fairfield University 1990 — 1994
B.A., Economics
Fidelity Investments April 2011 - Present
Private Client Resources, LLC January 2011 - April 2011
Chase Manhattan Corporation June 2009 - January 2011
Fairfield County Bank May 2006 - May 2009
Wachovia, A Wells Fargo Company July 1997 - May 2006
A.G. Edwards & Sons, Inc. 1994 - 1997
Cohig 1992 - 1994
Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services
Education
Florida Institute of Technology 1988 — 1993
BS, Business
Private Client Resources, LLC April 2011 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Economics, Equities, Microsoft Excel, Fixed Income, Bloomberg, Financial Modeling, Securities, Microsoft Office, Portfolio Management, Data Analysis, Financial Services
Education
University of Massachusetts, Amherst 2006 — 2010
BS, Economics
GE Capital October 2013 - Present
GE July 2011 - October 2013
Private Client Resources, LLC March 2009 - July 2011
John A. Culhane, CPA, PFS January 2006 - October 2008
Skills
Bloomberg, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Loans, Portfolio Management, Asset Management, Strategic Financial..., Corporate Finance, Leadership, Financial Planning
Education
Fairfield University 2009 — 2011
MBA, Finance
Fairfield University 2004 — 2008
BS, Finance
Phoenix Realty Group February 2008 - Present
Phoenix Realty Group February 2008 - February 2012
Private Client Resources, LLC 2002 - 2005
Private Client Resources, LLC 2002 - 2005
Education
Yale University - Yale School of Management 2005 — 2007
MBA
University of Connecticut 1997 — 2001
BS, Finance
Stay at home mom November 2012 - Present
Private Client Resources, LLC August 2011 - November 2012
Royal Bank of Scotland February 2008 - August 2011
Portfolio Advisors, LLC June 2006 - February 2008
Skills
Portfolio Management, Credit, Private Equity, Investment Banking, Fixed Income, Derivatives, Equities, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachlor of Science, Finance
adMarketplace April 2014 - Present
Vibrant Media September 2013 - March 2014
Time Inc. June 2013 - August 2013
Cross Pixel Media November 2012 - April 2013
TMC May 2012 - August 2012
Private Client Resources, LLC May 2011 - August 2012
Skills
Social Media, PowerPoint, Event Planning, Customer Service, Social Media Marketing, Marketing, Business Development, Digital Media, Press Releases
Education
Manhattan College 2011 — 2013
Bachelor of Science (BS), Marketing Major and Computer Information Systems Minor
University of Rhode Island 2009 — 2011
Business
GE Capital September 2014 - Present
Private Client Resources, LLC April 2011 - June 2014
Southern Connecticut State University ADASTRA Investment Club January 2010 - May 2010
Skills
Microsoft Office, Bloomberg, SQL Server, Portfolio Management, Excel, Analysis, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Risk Management, Investments, Financial Reporting, Investment Strategies, Hedge Funds, Alternative Investments, Financial Modeling, Asset Management, Asset Allocation, Financial Analysis
Education
Fairfield University 2011 — 2013
Masters of Science in Finance, Finance
Southern Connecticut State University 2006 — 2010
Bachelors, Finance
The Child & Family Guidance Center February 2012 - Present
Private Client Resources, LLC August 2011 - Present
Sacred Heart University September 2008 - Present
Rehabilitation Network Program May 2011 - August 2011
Sacred Heart University May 2009 - August 2011
Education
Sacred Heart University 2008 — 2012
Bachelor of Science, Psychology
Archway Technology Partners, LLC April 2015 - Present
Private Client Resources, LLC September 2007 - April 2015
Cigna July 2006 - August 2007
Evaluation Associates June 2001 - June 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Process Improvement, Hedge Funds, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Wealth Management, Private Equity, Investment Strategies, Investments, Asset Management, Business Analysis, Client Services
Education
Southern NH University 1997 — 2001
Bachelor of Science, Economics and Finance