Greentree Brokerage Services
Address: 230 S Broad St #405, Philadelphia, PA 19102 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 569-1980Website: : : Place name: : : Category: : : Category: Financial Institution 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 website 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 Greentree Brokerage Services, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Greentree Brokerage Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Greentree Brokerage Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Greentree Brokerage Services Employees
SAP June 2014 - May 2015
Greentree Brokerage Services March 2014 - May 2014
Shandong University April 2013 - April 2013
Shandong University September 2011 - July 2012
Neusoft July 2011 - July 2011
Agricultural Bank of China January 2011 - March 2011
Skills
Microsoft Excel, Analysis, Statistics, PowerPoint, Research, Financial Analysis, Mandarin, Data Analysis, Teamwork, Eviews, Financial Modeling, Microsoft Word, SAP ERP, Minitab, Team Leadership, Company Evaluation, Cash Flow, Leadership, Management, Finance, Customer Service
Education
Drexel University 2013 — 2015
Master's Degree, Finance, General, 4.0/4.0
Shandong University 2009 — 2013
bachelor of Economics, Finance, General, 3.7/4.0
Concordis Advisors July 2015 - Present
Wash Cycle Laundry August 2014 - July 2015
University of Pennsylvania January 2014 - May 2014
University of Pennsylvania January 2011 - May 2014
Greentree Brokerage Services May 2012 - September 2013
Citibank January 2008 - September 2011
CITIGROUP, INC January 2008 - January 2011
Citibank January 2002 - January 2008
Citibank January 2000 - January 2002
Skills
Equities, Trading, Derivatives, Risk Management, Portfolio Management, Series 7, Series 63, Banking, Investments, Securities, Bloomberg, Options, Financial Services, Financial Markets, Capital Markets, Leadership, Hedge Funds, Fixed Income, Asset Management, Analysis, Equity Trading, Valuation, Mutual Funds, Financial Risk, Investment Banking, Financial Modeling, Emerging Markets, Equity Research, Equity Derivatives, Commodity, Wealth Management, Trading Systems, Bloomberg Terminal, Economics, Hedging, Quantitative Analytics, ETFs, Finance, Electronic Trading, Investment Strategies, Alternative Investments, Proprietary Trading, Private Equity, Trading Strategies, Corporate Finance, FX Options, Technical Analysis, Structured Products, Asset Allocation, Bonds
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics/Urban Studies
Greentree Brokerage Services September 2012 - Present
Drexel University April 2012 - Present
Philadelphia Chinese Development Corporation June 2012 - September 2012
XIAMEN SECURITY COMPANY August 2011 - November 2011
INDUSTRIAL SECURITY COMPANY November 2010 - April 2011
XIAGOMEN CLOTHING COMPANY LTD July 2007 - 2011
Skills
Financial Analysis, Risk Management, Quantitative Analytics, Financial Modeling, Mandarin, R, SPSS, Microsoft Office, Taiwanese, SAS, Business Valuation, Market Research, Project Management, Financial Statement..., Financial Structuring, Microsoft Excel, Access, Leadership Initiatives, Data Mining, Managerial Finance, Customer-focused, Team-oriented, Result Oriented, Social Networking, Active Lifestyle, Chartered Financial..., Financial Risk..., Investment Portfolio
Education
Drexel University 2011 — 2013
Master of Science in Finance, Finance, 3.74
Huaqiao University 2007 — 2011
BA, International business and trade, 3.5
The Bozzuto Group November 2013 - Present
The Bozzuto Group February 2013 - November 2013
American Campus Communities 2011 - 2012
American Campus Communities October 2010 - May 2011
American Campus Communities March 2010 - October 2010
Greentree Brokerage Services October 2009 - March 2010
Skills
Social Media, Microsoft Office, Management, Market Research, Leases, PowerPoint, Sales, Market Analysis, Photoshop, Apartments, Marketing, Project Management, Report Writing, MRI Software, Resident Retention, Marketing Analytics, Windows 7, Photography, Tumblr, WordPress, Lead Generation, Newsletters, Public Speaking, People Management, Resident Relations, Humanitarian Assistance, Social Responsibility
Education
Drexel University 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration
Dowen College 1999 — 2002
EY June 2014 - July 2014
Greentree Brokerage Services June 2013 - August 2013
Skills
Peer Leadership, Microsoft Excel, Athletic, Valuation, Financial Modeling, Friendly Personality, Higher Education, Athletic Training, Always Punctual, Reliable, Social Skills, Bloomberg Terminal
Education
New York University 2013 — 2016
Bachelor of Arts (B.A.), Economics, 3.98
Investment Banking Institute 2013 — 2013
Intensive 4-week financial modeling and valuation training program
The College of New Jersey 2012 — 2013
Bachelor of Science (B.S.), Finance, General
E*TRADE Financial August 2013 - Present
E*TRADE Financial April 2013 - August 2013
Vanguard April 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard March 2008 - January 2011
Greentree Brokerage Services June 2007 - February 2008
Skills
Analytical Approach, Client Relationship..., Trading, Bloomberg, Equities, Investments, Equity Research, Mutual Funds, Insurance, Series 7, Financial Markets, Technical Analysis, Securities, Asset Allocation, ETFs, Options, Relationship Management, Series 63, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Master's degree, Finance, General
Pennsylvania College of Technology 2002 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
Nuveen Investments 2000 - 2009
Nuveen Investments 2007 - 2008
Chestnut Hill Hospital December 1996 - June 2006
Greentree Brokerage Services 1998 - 2000
Skills
Equities, Mutual Funds, Series 7, Trading, Asset Management, Fixed Income, Securities, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Hedge Funds, Investment Strategies
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, Finance
Drexel University - LeBow College of Business 1995 — 1998
Bachelor's, Finance
Ameriprise Financial May 2003 - Present
Greentree Brokerage Services July 2001 - November 2002
Pryor, McClendon & Counts, Inc. December 1992 - July 2001
Education
University of Delaware 1986 — 1992
EY November 2013 - Present
Greentree Brokerage Services June 2013 - Present
GreenWorld Capital June 2012 - Present
Industrial and Commercial Bank of China July 2011 - September 2011
China Everbright Bank September 2010 - November 2010
Hiyoung Textile Company February 2009 - March 2009
Skills
Word..., Finance, Corporate Finance, Quantitative Finance, accounting, Financial Accounting, Management Accounting, Accounting Applications, Accounting
Education
Drexel University 2011 — 2013
Master, Finance, 3.79
Guangdong University Of Business Study 2007 — 2011
Bachelor, Finance
The Cheat Sheet May 2014 - Present
iZen Software LLC July 2011 - September 2014
Wall St. Cheat Sheet May 2013 - May 2014
Drexel University April 2011 - July 2011
WirelessGround.com June 2010 - January 2011
Greentree Brokerage Services March 2010 - June 2010
Harrisburg Area Community College 2009 - 2009
Nelson Restaurants LP 2006 - 2009
Skills
Social Media Marketing, Social Media, Sales, Editing, Training, Blogging, Marketing Research, Public Relations, PowerPoint, Microsoft Office, Social Networking, Leadership, Communication Skills, Marketing Strategy, Facebook, Budgets, SPSS, Calculus, C++, Cyber-security, Unix Operating Systems, Email Marketing, Marketing Communications, Google Analytics, Marketing, SEO, Market Research, Photoshop, Creative Writing, Event Planning, Press Releases, Hootsuite, Google Webmaster Tools, Metadata, Google+, Twitter, LinkedIn, Google Analytics API, Google Apps Script, TI-BASIC, Research, Adobe Creative Suite, Newsletters, AP Style, Editorial, Copywriting, Media Relations, Digital Marketing, Social Media Outreach, JavaScript
Education
Drexel University 2009 — 2012
Bachelor of Science (B.S.), Business Administration: Concentration in Marketing
Harrisburg Area Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
Vanguard January 2015 - Present
United States Chess Federation 2010 - Present
Vanguard September 2014 - January 2015
Greentree Brokerage Services March 2014 - August 2014
SATEM Group May 2011 - February 2012
City of Trenton June 2010 - September 2010
Skills
Accounting, Finance, Forecasting, Fundraising, Management, Market Research, Public Speaking, Strategic Planning, Microsoft Excel
Education
Rider University 2009 — 2011
BS, Business Administration, Finance