Altfest Personal Wealth Management
Address: 445 Park Ave 6th floor, New York, NY 10022 Phone: (212) 406-0850Website: : Hours: Place name: : : : : Category: : Website: http://www.altfest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Altfest Personal Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
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Altfest Personal Wealth Management Employees
CRISIL Global Research & Analytics February 2015 - Present
Altfest Personal Wealth Management June 2014 - December 2014
S&P Capital IQ September 2013 - May 2014
Millennium Capital Group September 2013 - November 2013
HSBC June 2012 - August 2012
Skills
Research, Data Mining, Financial Modeling, Financial Analysis, Business Strategy, Data Analysis, Economics, Statistics
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.Sc.), Management Science& Engineering
Peking University 2009 — 2013
Bachelor of Science (B.Sc.), Applied Chemistry
Gage-Wiley & Co., Inc. December 2014 - Present
Self - Employed February 2014 - December 2014
Altfest Personal Wealth Management February 2012 - January 2013
Sensible Financial Planning January 2008 - February 2012
Polar capital group October 2007 - November 2007
The Associated Press June 2004 - May 2007
The Associated Press 1995 - 2004
Skills
Strategy, Asset Allocation, Editing, Retirement, Strategic Financial..., Portfolio Management, Risk Management, Research, Financial Advisory, Estate Planning, Fixed Income, Social Media, Investment Management, Wealth Management, Certified Financial..., Finance, Retirement Planning, Investments, Newspaper, Asset Management, Financial Analysis, Investment Advisory, Investment Strategies, Financial Planning
Education
Harvard Extension School 2009 — 2014
ALM, Finance, 3.94
Boston University 2007 — 2008
CFP, Financial Planning
New York University 1998 — 2001
Securities Analysis
Brandeis University 1982 — 1986
BA, Economics
Penske Truck Leasing November 2014 - Present
Penske Truck Leasing September 2012 - November 2014
Arjay Telecom April 2011 - September 2012
Hampton Ridge Healthcare and Rehabilitation Center January 2010 - December 2010
Altfest Personal Wealth Management June 2009 - September 2009
Genesis HealthCare December 2006 - September 2007
Skills
Microsoft Word, Sales, Leadership, Marketing, Customer Service, Research, Teamwork, Microsoft Excel, Strategic Planning, Time Management, Outlook, Forecasting, Microsoft Office
Education
Pace University 2006 — 2011
BBA, Marketing and Finance
Altfest Personal Wealth Management September 2014 - Present
WeiserMazars LLP January 2014 - August 2014
St Mary's University College April 2012 - April 2013
Elite Associates December 2010 - January 2012
Skills
Accounting, Microsoft Office, Agresso, People Skills, Interpersonal..., Problem Solving, Team-oriented, Time Management, Project Management, Written & Oral..., Sales, Customer Service, Entrepreneurship, Small Business, Written & Verbal..., Emotional Intelligence, Adaptability, Adaptive Leadership, Experiential Learning, Luxury Goods, Event Planning, Teamwork
Education
Hult International Business School 2012 — 2013
Master's degree, International Business
University of Greenwich 2008 — 2011
BA (HONS.), Business Management, 2:1
Drake Wealth Management September 2011 - Present
Private Ocean Wealth Management September 2001 - May 2010
Altfest Personal Wealth Management 1998 - 2001
Skills
Comprehensive Wealth..., Coaching, Portfolio Management, Estate Planning, Insurance, Lifestyle Coaching, Wellbeing, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Investments, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Banking, Financial Services, Asset Management, Entrepreneurship, Start-ups, Personal Financial..., Financial Modeling, Corporate Development, Personal Finance, Risk Management, Finance, Strategy, Equity Research, Financial Planners, Succession Planning, Financial Analysis, Small Business, Retirement, Valuation, Executive Coaching, Capital Markets, Mutual Funds, Equities, Emerging Markets, Management Consulting, Investment Management, Hedge Funds, Private Equity, Due Diligence, Retirement Planning, Investment Strategies, Alternative Investments, High Net Worth..., Securities
Education
College for Financial Planning 1995 — 1996
Certified Financial Planner Certification, Comprehensive Financial Planning
Middlebury College 1987 — 1991
BA, Psychology
Fredrickson Financial Planning October 2012 - Present
New York City Family Justice Center - Manhattan September 2013 - May 2015
Altfest Personal Wealth Management January 2008 - September 2012
Crain's New York Business November 2000 - January 2008
Financial Planning Association of New York 2007 - 2008
Daily Press 1997 - 2000
Minneapolis/St. Paul CitiBusiness 1993 - 1997
Skills
Holistic Financial..., College Savings Plans, Retirement Planning, Investment Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Investment Advisory, Financial Advisory, Wealth Management
Education
Boston University 2006 — 2007
Certificate in Financial Planning, Financial Planning
Evanston Township High School
Northwestern University
BA, MSJ, English, Journalism
New York University September 2009 - Present
Goldman Sachs June 2014 - August 2014
Altfest Personal Wealth Management May 2010 - October 2010
Skills
Programming, Matlab, Analysis, C, C++, python, java, Solving PDEs by...
Education
New York University 2009 — 2014
Tsinghua University 2007 — 2009
MS, Physics
Tsinghua University 2003 — 2007
BS, Physics
Innovative Labs, LLC March 2014 - Present
Altfest Personal Wealth Management October 2012 - May 2013
New York Life Insurance Company June 2011 - February 2012
British American Tobacco March 2008 - March 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Risk Management, Market Research, Financial Modeling, Valuation, Strategic Financial..., Forecasting, Portfolio Management, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Masters of Business Administration, Finance and International Business
University of Dhaka, Institute of Business Administration 2004 — 2008
Bachelor of Business Administration, Marketing
Altfest Personal Wealth Management February 2014 - Present
Altfest Personal Wealth Management June 2013 - February 2014
Bank of America Merrill Lynch July 2011 - May 2013
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Chemistry
KPMG US September 2015 - Present
TD Asset Management USA July 2014 - May 2015
Columbia University in the City of New York September 2013 - May 2014
Altfest Personal Wealth Management July 2013 - December 2013
China Construction Bank March 2012 - May 2012
Skills
SAS, Eviews, R, Bloomberg Terminal, Bloomberg, C++, Stata, Economics, Matlab, Microsoft Office
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research, 3.88
New York University, School of Engineering 2012 — 2012
Master, Financial Engineering, 4.0
Peking University 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.61
Peking University 2010 — 2012
Bachelor of Science, Statistics, 3.37
University of California, Berkeley 2011 — 2011
Summer School, International Trade
Forteris Wealth Management August 2014 - Present
Altfest Personal Wealth Management January 2014 - July 2014
Altfest Personal Wealth Management December 2012 - January 2014
Blake Cooper Financial Strategies October 2010 - November 2012
Education
Texas Tech University 2010 — 2012
Masters, Personal Financial Planning
Texas Tech University - Rawls College of Business 2010 — 2012
Masters, Finance
Stephen F. Austin State University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Moody's July 2008 - Present
Moody's June 2006 - June 2008
Altfest Personal Wealth Management May 2004 - February 2006
Skills
Financial Modeling, Fixed Income, Valuation, Financial Risk..., Structured Finance, Credit Analysis, Alternative Investments, Research, Securitization, Credit Risk, Investments, Bonds, Portfolio Management, Financial Markets, Asset Allocation, Equity Research, Due Diligence, Hedge Funds, Corporate Finance, Bloomberg, FX Options, Commodity
Education
Pace University - Lubin School of Business
MBA
Sofia Institute of Technology
BS
JPMorgan Chase November 2013 - Present
Altfest Personal Wealth Management March 2013 - May 2013
Shenyin & Wanguo Securities February 2011 - June 2011
Shanghai Wanti Fitness Equipment 2007 - 2010
Education
Pace University - Lubin School of Business 2011 — 2013
Master's degree, Finance and Investment, GPA: 3.79
Shanghai University 2007 — 2011
Bachelor's degree, Finance, GPA: 3.34
Altfest Personal Wealth Management June 2013 - January 2014
Global Experiences April 2011 - June 2013
Cision May 2009 - June 2010
The Junior League of the City of New York January 2009 - May 2009
Brown Brothers Harriman October 2006 - June 2007
Fathers & Families February 2005 - May 2005
Skills
Social Media, Event Planning, Public Relations, Media Relations, Press Releases, Blogging, Research, Editing, Social Media Marketing, PowerPoint, Fundraising, Italian, French, Community Outreach, Advertising, Social Networking, SEO, Creative Writing, InDesign, Digital Media, Proofreading, Volunteer Management, Microsoft Office, Copy Editing, Digital Marketing, Strategic Communications, Marketing, Microsoft Excel, Cision, Corporate Communications, Internal Communications, Marketing Communications, Marketing Strategy, Non-profits, Facebook, Online Advertising, Publicity, Dreamweaver, Journalism, Online Marketing, Leadership, Spanish, Market Research, Public Speaking, New Media, Photoshop, Copywriting, Email Marketing, Event Management, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing and Management
The American University of Rome 2006 — 2006
Study Abroad, International Marketing, Italian
Boston University 2003 — 2005
BS, Public Relations, Advertising, and Applied Communication
University of South Carolina-Columbia 2001 — 2003
BS, Public Relations
JPMorgan Chase & Co. May 2015 - Present
KPMG US January 2014 - May 2015
Altfest Personal Wealth Management July 2013 - August 2013
Tanaka Capital 2012 - 2013
CICC 2012 - 2012
CICC 2011 - 2011
BNY Mellon April 2010 - June 2010
Skills
Microsoft SQL Server, Quantitative Finance, Equity Research, Valuation, Financial Modeling, Time Series Analysis, Portfolio Management, Matlab, Bloomberg Terminal, C++, Mandarin, Econometrics, VBA, Securities, Asset Management, Statistical Data..., Access, LaTeX, R
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree, Operations Research, concentrating on Financial Applications, 3.90/4.00
Georgetown University 2010 — 2010
Finance, General, 4.00/4.00
Renmin University of China 2006 — 2010
Bachelor's Degree, Finance, Applied Mathematics(Second-degree), 3.67/4.00
Altfest Personal Wealth Management 2013 - Present
AMG National Trust Bank 2007 - 2013
AIG 2007 - 2007
Citigroup June 2005 - August 2005
Education
Villanova University
BS, Finance
John Cabot University - Rome, Italy
Fairleigh Dickinson University
Financial Planning Program
eVestment September 2015 - Present
LocalTapiola Asset Management February 2007 - September 2015
Altfest Personal Wealth Management 2004 - 2006
Pace University Athletics Department 2002 - 2004
KONE Corporation 1999 - 2000
Skills
Customer Relations, B2B, Event Management, Asset Management, International Business, Investments, Project Management, Asset Managment, Customer Service, Management, Marketing, Leadership, New Business Development, Marketing Strategy, Training, CRM, Budgets, Business Strategy, Strategy, Marketing Communications
Education
Pace University 2000 — 2004
MBA
Bradley University 1998 — 2000
Gymnasiet Svenska Normallyceum 1993 — 1997
Baccalaureate
Helsinge skola
DoorDash April 2015 - Present
Shocase June 2013 - April 2015
Mentorzen August 2013 - May 2014
Tinder June 2013 - August 2013
LGT Capital Partners July 2011 - December 2012
Inigral June 2012 - August 2012
Altfest Personal Wealth Management May 2010 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Online Advertising, Research, Strategic Partnerships, HTML, Finance, Financial Modeling, Valuation, Entrepreneurship, Marketing, Management, Market Research, Business Development, Data Analysis, Bloomberg, Strategy
Education
Columbia University in the City of New York
Barnard College, Economics
Barnard College
BA, Economics, Minors: Art History; Spanish
Millburn High School
EY June 2015 - Present
American Appraisal Associates November 2012 - July 2014
PwC October 2006 - November 2012
Sugar Free Swimwear LLC January 2009 - May 2012
E&Y August 2004 - October 2006
Altfest Personal Wealth Management May 2003 - August 2003
Dr. Grewe & Partner LLP November 2000 - November 2002
Skills
Financial Reporting, Accounting, Business Valuation, Financial Modeling, Business Strategy, M&A analysis, Tax Advisory, Corporate Finance, Valuation, Private Equity, Tax, Due Diligence, Financial Analysis, Mergers, Capital Markets, IFRS, M&A experience, Investment Banking, US GAAP, IPO, Strategic Financial..., SEC filings, Project Finance, DCF, Finance, Equity Valuation, Purchase Price..., Investments, Corporate Development, Mergers & Acquisitions, Internal Controls, Financial Planning, Management, Auditing, Sarbanes-Oxley Act
Education
Fundação Getulio Vargas 2012 — 2012
Mergers & Acquisitions
Pace University, New York 2003 — 2004
MBA, Finance
Saarland University, Germany 1994 — 2000
Master in Business Administration (Diplom Kaufmann), Operations, Accounting, Tax
PKU Founder Commodities Group Co. Ltd., July 2014 - Present
Altfest Personal Wealth Management June 2013 - May 2014
Pace University May 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Pace University 2011 — 2014
Master's degree, investment management
Pace University 2012 — 2013
MS, Investment Management
Penguin Random House July 2015 - Present
Penguin Random House Speakers Bureau May 2014 - July 2015
Altfest Personal Wealth Management September 2013 - May 2014
1966: A Journal of Creative Non-Fiction August 2012 - October 2013
KGBTexas Public Relations / Advertising February 2013 - May 2013
Skills
Copy Editing, Creative Writing, Social Media, Social Media Marketing, InDesign, Research, WordPress, Microsoft Office, Digital Media, Digital Marketing, Facebook, Editing, Copywriting, Publishing, Social Networking, Editorial
Education
NYU 2013 — 2015
Master’s Degree, Publishing
Trinity University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, International Studies, Creative Writing, Spanish
Altfest Personal Wealth Management October 2011 - August 2013
Sarowitz Milito & Co. February 2010 - October 2011
L'Occitane en Provence December 2008 - August 2009
Skills
Microsoft Office, PowerPoint, Outlook, Time Management, InDesign, Marketing Strategy, Lead Generation, Market Research, Newsletters, Client Relations Skills, Award Submissions, Cross-functional..., Event Management, Project Management, Proofreading, MailChimp, Social Media Marketing, Marketing Communications, Graphics, Event Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Wealthstream Advisors April 2015 - Present
Altfest Personal Wealth Management March 2014 - April 2015
GreeNow Productions LLC June 2009 - February 2014
French Accents: At Home with Parisian Objects and Details, By Erin Swift November 2011 - March 2012
Elegant Bride/Conde Nast 2002 - 2009
Education
Duke University 1997 — 2001
Bachelor's Degree, Biological Anthropology and Anatomy; English
New York University 2013 — 2013
Certificate in Financial Planning
Columbia University - Graduate School of Journalism 2001 — 2001
Certificate, Columbia Publishing Course
St. Anthony's High School, South Huntington, NY 1993 — 1997
Altfest Personal Wealth Management June 2005 - Present
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Binghamton University
Bachelor of Arts (B.A.), Psychology
Altfest Personal Wealth Management January 2008 - Present
Education
Pace University 2004 — 2007
Mount St. Michael Academy 2000 — 2004
High School
The Office of Senator Andrew J. Lanza November 2012 - Present
The Office of Senator Andrew J. Lanza January 2010 - November 2012
Altfest Personal Wealth Management September 2004 - January 2010
Skills
Strategic Planning, Community Outreach, Event Management, Marketing Strategy, Team Building, Organizational..., Project Management, Event Planning, Time Management, Research, Policy, Government, Nonprofits, Proposal Writing, Social Networking, Team Leadership, Public Speaking, Social Media, Social Media Marketing, Budgets, Microsoft Excel, Media Relations, Risk Management, Outlook, Microsoft Word, Strategic Communications, Newsletters, Leadership, Editing, Political Campaigns, Fundraising, Facebook, Analysis, Press Releases, Marketing Communications, Customer Service, Public Relations, Management, Politics, Microsoft Office, Policy Analysis, Program Management, Public Policy, Internal Communications, Marketing, Corporate Communications, Leadership Development, Legislative Relations, Political Consulting
Education
Pace University 2001 — 2005
Bachelor of Business Administration (BBA), Business Management and Marketing
Pace University - Lubin School of Business 2001 — 2005
BBA, Marketing, Management
St. Joseph by the Sea 1997 — 2001
St. Joseph by the Sea 1997 — 2001
Altfest Personal Wealth Management 1983 - Present
L.J. Altfest & Co 1983 - Present
Education
Baruch College, City University of New York (CUNY)
Bachelor's, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
The Graduate Center, City University of New York
Ph.D, Finance
Altfest Personal Wealth Management September 2014 - Present
Mark J. Snyder Financial Services, Inc. December 2009 - August 2014
Euroins July 2009 - July 2009
Northwestern Mutual May 2008 - October 2008
First Investors Corporation January 2008 - April 2008
Skills
Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Equity Research, Microsoft Excel, Economics, Investment Management, Financial Planning, Morningstar, Block Trading, Model Portfolios
Education
State University of New York at Stony Brook 2009 — 2010
MBA, Finance
State University of New York at Stony Brook 2004 — 2008
BA, Economics
Integrated Marketing, Branding and Public Relations July 2015 - Present
Altfest Personal Wealth Management February 2014 - June 2015
Ketchum August 2013 - January 2014
Ketchum August 2012 - August 2013
Ketchum April 2011 - July 2012
Ketchum Public Relations March 2010 - March 2011
Ogilvy Public Relations Worldwide December 2009 - March 2010
Edelman August 2009 - November 2009
Marmillion + Company January 2009 - June 2009
Stanford University May 2008 - August 2008
Skills
Marketing Strategy, Strategic Communications, Strategic Partnerships, New Business Development, Account Management, Budget Management, Analysis, Media Measurement, Project management, Editorial Planning, Digital Strategy, Corporate Communications, Corporate Social...
Education
The George Washington University 2005 — 2009
B.A., English, Journalism, Art History
Castilleja School 2000 — 2005
High School
Altfest Personal Wealth Management February 2012 - Present
iKindi March 2011 - August 2011
Laidlaw & Co. September 2008 - December 2010
Skills
Investments, Portfolio Management, Series 7, Wealth Management, Equities, Fixed Income, Asset Management, Asset Managment
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Denison University 2004 — 2008
B.A., Economics
Nomura Securities International, Inc. September 2006 - Present
Maxim Group LLC. January 2006 - September 2007
Altfest Personal Wealth Management 2004 - 2004
Skills
Investments, Equity Research, Equities, Hedge Funds, Financial Markets, Capital Markets, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Financial Modeling
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Investments and Securities
Chuo University 1998 — 2002
Bachelor of Commerce (BCom)
Merrill Lynch December 2003 - Present
Ernst & Young, LLP January 2001 - December 2003
Altfest Personal Wealth Management January 1997 - January 2001
Skills
Financial Planning, High Net Worth..., Wealth Management, Financial Advisory, Series 7, Strategic Financial...
Education
College for Financial Planning 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
University at Albany 1979 — 1981
BS, Accounting
Suneris August 2015 - Present
Suneris June 2015 - Present
Suneris January 2015 - Present
Altfest Personal Wealth Management May 2014 - September 2014
The Alchemists Ark Private Ltd March 2009 - August 2012
The Alchemist Ark Ltd. March 2009 - August 2012
Taco Hendrickson May 2008 - July 2008
Skills
Team Management, Business Analysis, Business Development, Equity Research, Analysis, Project Management, Financial Modeling, Valuation, Forecasting, Industry Research, Finance, Blogging, Report Writing, DCF Valuation, Portfolio Management, Equity Valuation
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Investment Management
Department of Management Sciences, Pumba, Pune University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Ness Wadia College of Commerce, Pune University 2004 — 2007
Bachelor of Commerce (B.Com.), Finance, General
Altfest Personal Wealth Management September 2001 - Present
Skills
Wealth Management, Asset Allocation, Asset Managment, Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Mutual Funds, Investment Advisory, Asset Management
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Investment Management & Information Systems
Stony Brook University 1997 — 1998
BS, Mathematics
The Maharaja Sayajirao University of Baroda 1994 — 1997
Mathematics
New York Private Bank & Trust June 2013 - Present
Altfest Personal Wealth Management June 2012 - May 2013
Swaps Monitor Publications, Inc. February 2012 - May 2012
quirky.com September 2011 - December 2011
Illinois Business Consulting February 2010 - May 2011
China Mobile June 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, Financial Research, Trend Analysis, Portfolio Management, Data Analysis, VBA, DCF Valuation, Derivatives, Microsoft Office, Financial Analysis, Management, SQL, Analysis, Quantitative Analytics, Business Planning, Finance, Financial Planning, Trading, Equities, Financial Markets, Options, Financial Services, Wealth Management, Investment Management
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science, Finance, Investment Managment
NYU - School of Continuing and Professional Studies 2013 — 2013
Certified Financial Planning Program
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Computer Engineering
LLBH Private Wealth Management LLC January 2015 - Present
LLBH Private Wealth Management LLC March 2014 - January 2015
LLBH Private Wealth Management LLC September 2012 - March 2014
Altfest Personal Wealth Management September 2011 - July 2012
Skills
Estate Planning
Education
University of North Carolina School of Law 2008 — 2011
UNC Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Economics
Altfest Personal Wealth Management April 2015 - Present
HHG & Company, LLC. June 2011 - April 2015
Putnam Equities February 2012 - June 2012
Edward Jones August 2011 - February 2012
Georgetown University Alumni & Student Federal Credit Union January 2007 - May 2010
Reformation Group June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BS, Finance, Management
New Canaan High School 2002 — 2006
Altfest Personal Wealth Management October 2012 - December 2013
WTS Proprietary Trading Group, LLC July 2012 - September 2012
TPI Real Estate Investment Services Corp January 2012 - April 2012
ASPIRE, Pace University September 2011 - December 2011
Shenzhen Electricity Group June 2007 - July 2007
Skills
Data Analysis, Data Entry, Bloomberg, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Finance, Financial Reporting, Bloomberg Terminal, Research, Portfolio Management, Market Research, Investments, Accounting, Analysis, Fixed Income, Equity Research, Economics
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science, Financial Management2011, 3.56
University of Mississippi 2009 — 2011
Bachelor of Arts, Economics, 3.78
Xi'an University of Finance and Economics 2006 — 2009
Bachelor of Arts, Economics 2006
Altfest Personal Wealth Management May 2012 - December 2012
Essence Securities January 2011 - April 2011
Consumer Group, Citi Bank(CHINA) May 2010 - August 2010
Skills
SPSS, Bloomberg Terminal, StatTools, Potfolio Center Software, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, Corporate Finance, Financial Analysis, English, Chinese, Cantonese
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance and Financial Management
Sun Yat-Sen University 2006 — 2010
Bachelor, Financial Management
Enterprise Technology Research August 2014 - Present
Shizoom Cash Advance Co. August 2014 - Present
Altfest Personal Wealth Management April 2013 - December 2013
China Life Insurance March 2009 - June 2009
China Foundation for Poverty Alleviation July 2008 - August 2008
Skills
Bloomberg Terminal, Data Analysis, Microsoft Excel, Portfolio Management, Bloomberg, PowerPoint, Valuation, Mandarin, Strategic Financial..., Statistics, Mutual Funds, Financial Accounting, Financial Reporting, Business Strategy, Investment Strategies, SAS Programming, VBA, Microsoft SQL Server, Access, Financial Planning, Financial Analysis
Education
Pace University 2011 — 2013
MS, Investment Management, 3.73/4.00
Beijing Technology and Business University 2006 — 2010
BE, International Economic & Trade
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84