Experience
Columbia Threadneedle Investments, US  June 2014 - Present
Columbia Threadneedle Investments, US  December 2013 - June 2014
Hennion & Walsh   October 2011 - November 2013
Credit Agricole CIB  June 2010 - August 2010
BRZ Investimentos   May 2009 - July 2009
Hochiminh City Securities Corporation   May 2008 - July 2008
CLSA  May 2007 - July 2007

Skills
Team Leadership, Microsoft Office, Bloomberg, Excel, Decision Making, CRM, SmartStation, Microsoft Excel, Management, Finance, Equities, Teamwork, Sales, Series 7, Financial Markets, Series 63, Bloomberg Terminal, Data Analysis, Investments, Valuation, Asset Management, Risk Management, Financial Modeling, Access, Mutual Funds, ETFs, Securities

Education
University of North Carolina at Wilmington   2008 — 2011
B.S., Finance

Mountain Lakes High School   2003 — 2007

Experience
Nicola Enterprises, Inc.   January 2009 - Present
ING Financial Partners  January 2014 - May 2014
Hennion & Walsh   July 2013 - August 2013
Morgan Stanley  July 2012 - December 2012

Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Investment Banking, Derivatives, Risk Management, Hedge Funds, Asset Management, Private Equity, Economics, Financial Risk, Microsoft Excel

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (B.S.), Economics

Saint Joseph's University - Erivan K. Haub School of Business   2011 — 2015
Bachelor’s Degree, Finance, General

Depaul Catholic High School   2007 — 2011

Experience
Hennion & Walsh   May 2009 - Present

Skills
Bloomberg, ETFs, Asset Allocation, Portfolio Management, Trading, Mutual Funds, Research, Research Analysis, Series 7, Investments, Series 63, Customer Service, Securities, Financial Modeling, Financial Analysis

Education
Marist College   2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance

Sparta High School   2001 — 2005

Experience
Hennion & Walsh   July 2015 - Present
EJW Communications   2012 - Present
Montanaro Sales and Service   June 2012 - June 2015
Township of Parsippany Troy-Hills  June 2008 - July 2009
Ace Kitchens and Baths   June 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Windows, Research, Project Management, Troubleshooting, Time Management, Leadership, Finance, Management, Public Speaking, Spanish, Social Networking, Team Building, Customer Service, Social Media, Event Planning, Problem Solving, Editing, Data Analysis, Fundraising, Start-ups, Sales, Marketing, Entrepreneurship, Nonprofits

Education
Drew University   2009 — 2014
Bachelor of Arts (B.A.), Business

Drew University Wall Street Summer   2013 — 2013
Finance

Texas A&M University
Fire Science/Fire-fighting

Morris County Police and Fire Academy
Firefighter/EMT

Experience
Shearman & Sterling LLP  October 2014 - Present
Bessemer Trust  February 2011 - August 2014
Shearman & Sterling LLP  May 2013 - August 2013
Blue Sky MLS, Inc.   February 2009 - February 2011
Hennion & Walsh   May 2008 - October 2008
Stevens, Hinds & White, P.C.   May 2007 - August 2007

Skills
Investment Company Act, Investments, Hedge Funds, Asset Management, Due Diligence, Trading, Securities, Series 7, Risk Management, Derivatives, Equities, Fixed Income, Blue Sky, Mutual Funds, Securities Regulation, Financial Services, Finance, Wealth Management, FINRA

Education
New York Law School   2010 — 2013
Juris Doctor

Montclair State University   2009 — 2010
Post-B.A. Degree in Paralegal Studies

Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
Bachelor of Arts (B.A.), Criminal Justice and Sociology

Experience
JPMorgan Chase  June 2014 - Present
Hennion & Walsh   June 2013 - May 2014
Tommy Bahama, Inc.   June 2012 - August 2012
Binghamton University  September 2011 - May 2012

Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Equities, Wealth Management, Asset Allocation, Bloomberg, Alternative Investments

Education
Binghamton University - School of Management   2011 — 2013
Bachelor of Science (BS), Finance, General

Experience
SEI  January 2012 - Present
SEI  December 2007 - January 2012
SEI  May 2005 - December 2007
SEI  May 2004 - March 2005
New York Life Insurance Company  October 2002 - May 2004
Hennion & Walsh   June 2002 - October 2002

Skills
Mutual Funds, ETFs, Series 7, Series 63, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Investment Strategies, 401k

Education
Penn State University   1997 — 2002
BA

Experience
Peninsula North LLC   June 2014 - Present
Ramapo Republican committee   1996 - 2015
Ramapo Republican committee   1996 - 2015
United First Partners   August 2012 - June 2014
Elara Capital   April 2010 - August 2012
Stock USA Investments   October 2008 - January 2010
Vision Securities   October 2007 - May 2008
EquiSearch Services  July 2005 - September 2007
Financial Northeastern   2002 - 2005
Hennion & Walsh   May 2001 - April 2002

Skills
Securities, Compliance, Options, Supervisory Skills, Series 7, Risk Management, Investments, Start-ups, FINRA, AML, Trading, Financial Services, Hedge Funds, Equities, Series 63, SEC, Investment Banking, Capital Markets, Mergers & Acquisitions, Banking, Financial Regulation, Series 24, Due Diligence

Education
Wilmington University   1986 — 1987
Accounting

Stonehill College   1977 — 1978
none, accounting

Don Bosco Prep   1973 — 1977
HS, Prep

Experience
campusTVs, Inc.   August 2015 - Present
Hennion & Walsh   July 2015 - August 2015
Bananahands Apparel   October 2012 - January 2015
Montblanc  July 2014 - August 2014
Westfield Baseball League   April 2009 - July 2014
Westfield Recreation Department  June 2013 - June 2014

Skills
Sales, Microsoft Excel, Social Media Marketing, Corporate Gifting, Cold Calling, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Client Relations, Start-ups

Education
Quinnipiac University - School of Business   2013 — 2017
Bachelor of Science (B.S.), Marketing, Junior

Westfield High School   2009 — 2013

Experience
Hennion & Walsh   June 2013 - Present
Arjent LLC  2012 - 2013
Morris County Prosecutor's Office  May 2011 - August 2011
Mind's Eye Technologies   January 2009 - January 2010
Dean Ray Associates   June 2007 - January 2009

Skills
Series 7, Series 63, Municipal Bonds, Fixed Income, Financial Services, Sales, Bonds, Cold Calling, Microsoft Excel, Investments, Wealth Management, Equities, Securities, Mutual Funds, Retirement, High Net Worth..., Retirement Planning, IRAs

Education
Monmouth University   2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

Monmouth University   2007 — 2011
Bachelor of Science (BS), Finance, General

Experience
Symmetry Partners, LLC   February 2011 - Present
Symmetry Partners, LLC   September 2010 - February 2011
Hennion & Walsh   September 2009 - September 2010
Taylor Rafferty  June 2007 - August 2007
Morgan Stanley Smith Barney  January 2007 - February 2007

Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Investment Strategies

Education
University of Delaware - Lerner College of Business and Economics   2005 — 2009
Bachelor of Science, Finance

Kinnelon High School   2001 — 2005

Experience
Gagosian Gallery  September 2015 - Present
The Heller Group  January 2015 - May 2015
Rema Hort Mann Foundation   March 2015 - March 2015
The Ogden Museum of Southern Art  January 2014 - May 2014
Octavia Art Gallery   January 2014 - May 2014
Sweet Expressions   May 2012 - August 2012
Hennion & Walsh   May 2011 - August 2011

Skills
Social Media, Creativity, Galleries, Art Gallery, Contemporary Art, Fine Art, Anthropology, Sociology, Museums, Museum Education, Organization, Microsoft Office, PowerPoint, Research, Hardwork, Art Exhibitions, Volunteering

Education
Sotheby's Institute of Art
Master's degree, Art Business

Tulane University   2011 — 2014
Bachelor of Arts (B.A.), Sociology and Anthropology

Charles University in Prague   2013 — 2013

Siena College   2010 — 2011
Bachelor of Arts (BA), Undecided

Mountain Lakes High School   2007 — 2010
High School Diploma

Experience
Amazon  May 2014 - Present
Amazon  March 2014 - May 2014
Amazon  October 2013 - March 2014
CAKE&WHISKEY: the Sweet and Spirited World of Business   February 2013 - October 2013
Finders Keepers Market   April 2013 - September 2013
Hennion & Walsh   January 2012 - January 2013

Skills
Microsoft CRM, Microsoft Office, Typing, Call Reporting, Inventory Management, P&L Reporting, P&L Management, Direct Mail, Strategic Partnerships, Customer Service, Research, Training, New Business Development, Microsoft Excel, Marketing, Facebook, Databases, CRM

Education
Taylor University   2007 — 2011
Bachelor of Arts (B.A.), Mathematics

Taylor University   2007 — 2011
Bachelor of Arts (B.A.), English Literature

Experience
Capco  April 2013 - Present
Knowledgent Group  May 2010 - April 2013
AllianceBernstein  January 2008 - May 2010
AllianceBernstein  January 2005 - December 2007
Hennion & Walsh   January 2004 - December 2004

Skills
Project Management, Business Analysis, SDLC, Program Management, Business Development, Management Consulting, Strategic Planning and..., Operations Management, Technology Strategy..., Information Management, Data Governance, Business Transformation, Operating Models, Business Process, Strategy, CRM, Financial Services, Change Management, Asset Management, Business Process..., Wealth Management, PMO, Business Requirements, Integration, Requirements Analysis, Fixed Income, Project Delivery, Requirements Gathering, Outsourcing, Business Process Design, Business Process..., Process Improvement, Business Strategy, Management, Banking, Consulting

Education
Pace University - Lubin School of Business   2005 — 2008
M.B.A., Financial Management

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1999 — 2004
B.S., Management

New York Institute of Finance
Continuing Professional Education

New York Society of Security Analysts
Continuing Professional Education

Experience
The Lindenberger Group   July 2015 - August 2015
Helsinn Therapeutics (US), Inc.   January 2015 - June 2015
Celgene Corporation  2007 - 2014
The Medicines Company  2006 - 2007
The Medicines Company  2001 - 2006
Innovex  1997 - 2001
Hennion & Walsh   1992 - 1997

Skills
Talent Management, Succession Planning, Performance Management, HRIS, Workforce Planning, Applicant Tracking..., Employee Engagement, Leadership, HR Policies, Career Development, Employee Relations, Employee Benefits, Human Resources, Job Evaluation, Recruiting, Management, Talent Acquisition, Temporary Placement, Onboarding, Deferred Compensation, Technical Recruiting, Personnel Management

Education
University of Dayton   1988 — 1992
Bachelor of Science (BS), Finance

Experience
Hennion & Walsh   January 2015 - Present
Hennion & Walsh   January 2012 - January 2015
Foot Locker  July 2011 - May 2012
Nightstand Creations   2010 - 2010

Skills
Microsoft Dynamics, CRM, Microsoft Office, Photoshop, Windows, Mac OS X, Flash, Final Cut Pro, Video Editing, Maya, Game Design, Level Design, Zbrush, Unreal Engine 3, Game Development, After Effects, Video Games, Pro Tools, Storyboarding, Unity3D, Texturing, Graphics, Photography

Education
Bloomfield College   2008 — 2011
BA, Game Design

Experience
Hennion & Walsh   April 2014 - Present
Media People   September 2012 - January 2014
Girl Scouts of Northern New Jersey  June 2009 - August 2011

Education
Ramapo College of NJ
Bachelor’s Degree

Florence University of The Arts
Fashion Merchandising

Kinnelon High School

Experience
Columbia Threadneedle Investments  September 2014 - Present
Hennion & Walsh   January 2013 - August 2014
Hennion & Walsh   October 2011 - December 2012
Atlantic Health  May 2010 - August 2010
Merrill Lynch Investment Managers  May 2008 - August 2008

Skills
Fixed Income, Financial Services, Sales, CRM, Microsoft CRM, Microsoft Office, Finance, PowerPoint, Microsoft Word, Series 7, Public Speaking, Financial Analysis, Investments, Management, Event Planning, Microsoft Excel, Series 63, Marketing Communications, Research, Asset Management, Mutual Funds

Education
Saint Bonaventure University   2007 — 2011
Bachelors, Finance

Experience
IFSA-Butler  January 2015 - Present
JDS Development Group  June 2015 - August 2015
Hennion & Walsh   November 2014 - January 2015
Stadimax   August 2014 - November 2014
Bonefish Grill  January 2012 - August 2013

Skills
InDesign, Photoshop, AutoCAD, Rhino, Microsoft Excel, Microsoft Word, PowerPoint

Education
Columbia University in the City of New York   2012 — 2016
Architecture

Experience
Salesforce  February 2015 - Present
salesforce.com  May 2014 - January 2015
Dun & Bradstreet  August 2012 - May 2014
Cetera Financial Specialist, LLC   January 2012 - May 2014
Hennion & Walsh   June 2011 - January 2012

Skills
Microsoft Excel, Sales, Financial Analysis, Public Speaking, Leadership, Microsoft Office, Data, New Business Development, Data Analysis, Team Leadership, Program Management, Financial Reporting, Finance, Account Management, Salesforce.com, Business Development, Forecasting, CRM

Education
Rowan University   2007 — 2011
Bachelor of Science (BS), Accounting

Experience
Hennion & Walsh   May 2002 - Present
Samuel A Ramirez & Co.   1995 - 2000

Education
College for Financial Planning   1990 — 1992
CFP, Financial Planning

Experience
Hennion & Walsh   August 2013 - Present
Hennion & Walsh   August 2013 - Present
EI Abroad   May 2012 - 2013
CNBC  February 2012 - June 2012
CB Richard Ellis  May 2011 - August 2011
CB Richard Ellis  June 2010 - August 2010

Skills
PowerPoint, Success Driven, Highly self-motivated, Interpersonal Skill, Highly resourceful, Selling Skills, Team Leadership, Quick Witted, Decisiveness, Innovativeness, Creative Problem Solving, Face to Face Sales, Commercial Real Estate, Real Estate, Cold Calling, Office Brokerage, Excel, Microsoft Office, Writing Skills, New Business Ventures, CoStar, PropertyShark, New Venture Development, Word, Microsoft Word, Microsoft Excel, Business, Marketing, Social Networking

Education
Fordham University   2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General

Bergen Catholic High School   2005 — 2009

2016 Level II Candidate in the CFA Program

Experience
Hennion & Walsh   April 2013 - Present
R. Seelaus & Co., Inc.   February 2012 - November 2012

Skills
Municipal Bonds, Fixed Income, High Yield Bonds, Investment Banking, Strategic Financial..., Retirement Planning, Preferred Stock, Bond Markets, Convertible Bonds, Bonds, Bloomberg, Fixed Income Portfolio..., Series 7, Securities, Options Strategies, Series 63

Education
Loyola University Maryland   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Seton Hall Preparatory   2003 — 2007

Experience
JPMorgan Chase & Co.   March 2015 - Present
Hennion & Walsh   July 2012 - March 2015
American Academy for Insurance Training   May 2011 - August 2011
Kings Supermarkets  June 2006 - August 2010
Pet Stop Pet Center   September 2007 - August 2008

Skills
Word, PowerPoint, Excel, Access, Financial Analysis, Financial Modeling, Time Management, Microsoft Excel, Management, Social Networking, Sales, Leadership, Teamwork, Training, Marketing, Microsoft Word, Budgets, Public Speaking, Customer Service, Finance, Microsoft Office, Outlook, Facebook

Education
East Stroudsburg University of Pennsylvania   2008 — 2012
Bachelor of Science (B.S.), Business Management: Finance

Drew University   2010 — 2010
Financial Management I & II, B

Experience
NJ Department of Environmental Protection  December 2014 - Present
New Jersey Department of Environmental Protection  April 2014 - December 2014
Hennion & Walsh   June 2013 - March 2014
Applebee's  August 2012 - May 2013

Skills
Administrative..., Management, Finance, Program Coordination, Microsoft Office, SharePoint, Leadership, Event Planning

Education
Ramapo College of New Jersey   2012 — 2014
Bachelor of Science (B.S.), Business Administration Concentration in Finance

Ocean County College   2009 — 2011
Associate of Science (A.S.), Business Adminisration

Experience
Wells Fargo Advisors  January 2014 - Present
Wells Fargo Advisors, LLC  March 2012 - January 2014
Hennion & Walsh   June 2010 - March 2012

Education
Cornell University   2005 — 2009
Economics

Experience
American Financial Resources, Inc. (AFR Mortgage)   November 2012 - Present
PrimePay  October 2011 - November 2012
SAIC  August 2011 - October 2011
Hennion & Walsh   June 2010 - August 2010

Skills
Salesforce.com, Account Management, Cold Calling, Sales, Microsoft Excel, Marketing

Education
Gettysburg College   2007 — 2011
B.A., Business

IES Business School - Barcelona   2010 — 2010
Business

Mountain Lakes High School

Experience
ESI The Holmes Group   August 2007 - January 2013
TD Ameritrade  January 2006 - January 2007
Hennion & Walsh   June 2003 - June 2005

Skills
Bowling, Soccer, Patents, Investments, Mutual Funds, Series 7, Financial Statements, Strategic Financial..., Asset Managment, Financial Analysis, Microsoft Word, Microsoft Office, Risk Management, Banking, Marketing, Project Management, Retirement Planning, Securities, Leadership, Series 65, IRAs, Real Estate, Series 24, Finance, Portfolio Management, Account Management, Insurance, Asset Management, ETFs, Financial Advisory, Uniform Combined State..., Municipal Bonds

Education
King's College   1998 — 2003
B.S, International Business

Easton Area High School   1995 — 1998
General Studies with Honors

Experience
Runzheimer International  April 2015 - Present
The Regus Group  February 2014 - March 2015
Iron Mountain/Cornerstone Records Management   September 2009 - February 2014
InterBay Funding with Bayview Financial   September 2003 - September 2008
Quick & Reilly  September 2000 - September 2003
Hennion & Walsh   May 1999 - August 2000

Skills
Credit Analysis, Sales Process, Selling, Process Improvement, Customer Relations, New Business Development, Commercial Lending, Asset Management, Records Management, Compliance Management, Data Protection, Backup Solutions, Asset Managment, Data Privacy, Software Solution Sales, Information Management, Information Technology, Information Security, Information Security..., Document Management, Document Imaging, Direct Sales, Sales, B2B, Outside Sales, Medical Sales, Medical Software Sales, Negotiation, Budgets, Cold Calling, Sales Operations, Leadership, Salesforce.com, Management, Training, Banking, Contract Negotiation, CRM, Customer Service, Sales Management, Operations Management, Account Management, Forecasting, Lead Generation, Solution Selling, Customer Retention, Professional Services, Sales Presentations, Business Process..., Executive Management

Education
University of Rhode Island   1993 — 1998
Bachelor Of Science, Accounting/Finance

Classical   1989 — 1993

Experience
Stitch Fix  May 2014 - Present
Stitch Fix  January 2014 - May 2014
J. HILBURN MEN'S CLOTHIER   June 2009 - November 2011
GoodieGrab   2009 - 2010
AstraZeneca  July 2003 - September 2006
Hennion & Walsh   June 1999 - July 2003
Bank of America  September 1996 - May 1999

Skills
Cardiology, Marketing, Sales, Pharmaceutical Sales, Account Management, Merchandising, Selling, Retail, Competitive Analysis, Fashion, Product Marketing, Marketing Strategy, Product Management, Public Relations, Recruiting, Leadership

Education
University of Delaware   1995 — 1999
Bachelor of Science (BS), Finance and Marketing

Experience
Harbert Management Corporation  August 2015 - Present
Preqin  May 2014 - August 2015
Hennion & Walsh   May 2011 - May 2012

Education
Stevens Institute of Technology   2007 — 2011
Bachelor of Science, Business and Technology

Westfield High School

Experience
Markit  June 2015 - Present
Scivantage  April 2014 - May 2015
VistaOne Solutions  April 2012 - March 2014
Traiana  January 2011 - April 2012
MSCI Inc.  December 2009 - January 2011
GAIN Capital  April 2007 - December 2009
GAIN Capital  August 2003 - April 2007
Hennion & Walsh   August 2002 - March 2003

Skills
New Business Development, Business Development, Relationship Management, Sales, EDM, Enterprise Data, Trading Systems, Financial Markets, Foreign Exchange, Equities, Account Management, Consultative Selling, Salesforce.com, Lead Generation, Sales Process, Sales Management, Contract Negotiation, Strategy, Sales Effectiveness, Cost Basis Reporting, Social Media, Social Media Marketing, FX trading, Asset Management, Derivatives, Customer Service, Prime Brokerage, Trading, Electronic Trading, FX, B2B eCommerce, Portfolio Management, Capital Markets, Customer Relations, Futures, Banking, E-commerce, Strategy Development, Cost Basis, Hedge Funds, B2B, FX Options, Investment Banking, Sarcasm, Currency, Corporate Social..., Long Distance Running, Trail Running, CrossFit, OCR

Education
CFA Institute   2007 — 2009
Charterholder, CFA Program

James Madison University   1998 — 2002
Business, Marketing and Finanace

Herndon High School   1993 — 1997

Experience
Precision Financial Services  January 2012 - Present
State of New Jersey  June 2005 - Present
Nisivoccia LLP  January 2011 - December 2011
Liberty Tax Service  January 2011 - May 2011
VALIC  November 2010 - January 2011
Morristown Financial Group   July 2008 - May 2010
Timothy J. Brunnock, Esq   July 2008 - May 2010
Raymond James Financial  January 2006 - July 2008
RBC Dain Rauscher (formerly Gibraltar Securities)   May 2001 - January 2006
Hennion & Walsh   December 1999 - May 2001

Skills
Financial Services, series 66, Series 7, Strategic Financial..., Securities, Estate Planning, Retirement Planning, Appointment Scheduling, Investments, Insurance, Mutual Funds, Financial Planners, Administrative..., Superior Client Service, Marketing Communications, Software Documentation, Organization, Problem Solving

Education
Liberty Tax   2010 — 2010
Tax Preparation

County College of Morris   2000 — 2001
Business

Lenape Valley Regional High School   1992 — 1996

Experience
INVISION Inc.  April 2014 - Present
CBS Local  September 2013 - December 2013
Village of Scarsdale  January 2010 - December 2012
Hennion & Walsh   February 2008 - January 2010
Paramax Capital Partners   June 2006 - August 2006

Skills
Project Management, Finance, Data Analysis, Business Analysis, Business Development, Financial Analysis, Microsoft Excel, Budgets, Leadership, Coaching, SDLC, Time Management, Market Research, Team Building, Training, Process Improvement, Problem Solving

Education
City University of New York-Baruch College - Zicklin School of Business   2013 — 2014
Master of Business Administration (MBA)

Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
Labor Studies

Experience
Hennion & Walsh   June 2008 - October 2008

Education
Rutgers University   2004 — 2008

Experience
Och-Ziff Capital Management  February 2013 - Present
HedgeServ Corporation   August 2011 - January 2013
Goldman Sachs Agency Lending (GSAL)   January 2010 - June 2010
Société Générale   January 2009 - August 2009
BNY Mellon Asset Management  2009 - 2009
The Bank of New York Mellon  January 2008 - December 2008
Hennion & Walsh   June 2007 - September 2007

Skills
Hedge Funds, Fund Of Funds, Fund Administration, Securities Lending, Prime Brokerage, Investments, Equities, Equity Swaps, Derivatives, Options, FX Options, Fixed Income, Bloomberg, Reuters, Microsoft Excel, VBA, PowerPoint, Outlook, Microsoft Word, Lotus Notes, Visio, CRM, Pivotal CRM, Databases, Long/Short Equity, Eze Castle, Charles River IMS, Bloomberg Terminal, Trading Systems, Bonds, ETFs, DTC, Communication Skills, Team Leadership, Strategic Leadership, Operations Management, Financial Services, Asset Management, Mutual Funds, Corporate Actions

Education
Northeastern University   2006 — 2011
BSBA, Finance

Passaic Valley Regional High School   2002 — 2006
High School Diploma

Experience
Hennion & Walsh   2004 - Present
Lehman Brothers  1993 - 2004

Skills
Mutual Funds, Asset Allocation, ETFs, Asset Management, Wealth Management, Portfolio Management, Investments, Financial Advisory, Structured Products, Securities, Fixed Income, Strategic Financial..., Finance, Series 7, Equities, Financial Services, Asset Managment, Unit Investment Trusts, Bonds, Financial Risk, Closed-end Funds, Stocks, Investment Strategies, Trading, Financial Markets, Derivatives, Retirement Planning, Risk Management, Equity Research, Morningstar, Bloomberg, Economics, Investment Advisory

Education
Muhlenberg College   1987 — 1991
B.A., Business Administration

Fairleigh Dickinson University   1991 — 1993
M.B.A., Finance (Investments)

James Caldwell High School   1984 — 1987

Experience
Law Office of Charles M. Damian, LLC   November 2013 - Present
Hennion & Walsh   July 2012 - October 2013
Seton Hall Law School  September 2010 - September 2012
Victims of Crime Compensation Review Board   September 2009 - September 2012
Sunrise House Foundation  October 2011 - May 2012
McCarter & English, LLP   January 2000 - January 2010

Skills
Legal Writing, Litigation, Courts, Mediation, Civil Litigation, Securities

Education
Seton Hall University School of Law   1989 — 1992
Juris Doctor, Law

Seton Hall University   1987 — 1989
BS, Business and Finance

Academy of Saint Elizabeth   1971 — 1975

Seton Hall University School of Law
Juris Doctor (J.D.), Law

Experience
Aflac  March 2015 - Present
New Jersey City University  September 2014 - Present
Aflac  July 2013 - March 2015
Aflac  November 2012 - March 2015
Siemens  June 2010 - March 2012
Comcast Cable  April 2007 - December 2008
Hennion & Walsh   June 2004 - February 2005

Skills
Forecasting, Budgeting, Profitability Modeling, Variance Analysis, Planning, Financial Analysis, Financial Modeling, Strategic Planning, Excel, Budgets, Management, Strategy, Tax, Leadership, Investments, Analysis, Project Planning, Microsoft Excel, Modeling Languages, Employee Benefits, Sales, New Business Development, Training, Customer Service

Education
Fordham Gabelli School of Business   2005 — 2007
MBA, Finance/Management

University of Rhode Island - College of Business Administration   2000 — 2004
BS, Finance/Marketing

Experience
Citi  January 2015 - Present
Hennion & Walsh   June 2010 - December 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Data Analysis, Outlook, Marketing, Teamwork, Financial Analysis, Retail Sales, Municipal Bonds, Wealth Management, Series 7, Series 63, Securities, Finance, Financial Modeling

Education
NYU Stern School of Business   2013 — 2015
Master of Business Administration (MBA), Corporate Finance, Accounting, Investment Banking

Boston College   2006 — 2010
BS, Finance

Bocconi University   2008 — 2008

Experience
Hennion & Walsh   August 2011 - Present
Hennion & Walsh   February 2010 - August 2011
Direct Capital Corporation  June 2009 - February 2010
Enterprise Rent-A-Car  May 2008 - September 2008

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2005 — 2009
Business Admin, Finance & Entrepreneurial Studies

Experience
Pinnacle for BMWNA   July 2015 - Present
Cathleen McKenzie, CPA & Associates   2012 - Present
Penske for BMW   May 2014 - July 2015
Pinnacle for BMW   July 2012 - May 2014
Hennion & Walsh   October 2005 - June 2012

Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, Forecasting, SAP, Strategic Planning, Management, Program Management, Automotive, Customer Service, Inventory Management, Process Improvement, Sales, Sales Management, Team Leadership, Customer Satisfaction, Team Building

Education
Centenary College
MBA, Business Management

Seton Hall University
B.A., Political Science

Experience
Oakland First Aid Squad Inc.   2011 - Present
Excel Orthopedic Rehab Center   September 2011 - May 2014
Hennion & Walsh   June 2007 - October 2011

Skills
EMT

Education
Rutgers University-New Brunswick   2014 — 2017
MSPA, Physician Assistant

Villanova University   2003 — 2007
BS, VSB- Marketing

Experience
Fidelity Investments  March 2014 - Present
New York Life Insurance Company & NYLIFE Securities LLC   May 2010 - March 2014
Hennion & Walsh   June 2009 - January 2010
Morgan Stanley Smith Barney  June 2008 - August 2008

Skills
Series 7, Wealth Management, Fixed Income, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Bonds, Options, Finance, Financial Advisory, FINRA, Uniform Combined State..., Trading, Securities, Equities, IRAs, Financial Services, Asset Management, 401k

Education
Muhlenberg College   2005 — 2009
BA, Finance, Business Administration

Experience
Moore Stephens P.C.   September 2013 - Present
Union County College  January 2013 - Present
UMES intramurals   September 2009 - December 2012
Hennion & Walsh   June 2010 - August 2011

Skills
Windows, Lotus Notes, Trading Systems, Microsoft Office, Access, HTML, Microsoft Excel, Microsoft CRM, Business Analysis, Bloomberg, SDLC, Options, PowerPoint, Risk Management, Microsoft Word, CRM, Project Management, Financial Services, Customer Service, Team Leadership, Hardware, Public Speaking

Education
University of Maryland Eastern Shore   2007 — 2012
Computer Science, Business

Experience
Hennion & Walsh   November 2013 - Present
Nisivoccia LLP  December 2012 - March 2013
DPS Pump Service   May 2011 - August 2011
American BBQ Company   July 2008 - August 2010
Hopatcong Hardware and Gas Services   April 2006 - July 2008

Skills
Finance, Microsoft Excel, Investments, PowerPoint, Series 7, Sales, Customer Service, Financial Analysis, Financial Planning, Management, Data Analysis

Education
West Virginia University   2010 — 2013
Bachelor of Science, Business Administration; Finance

Sussex County Community College

Experience
Hennion & Walsh   June 2005 - Present

Skills
Municipal Bonds, IRAs, Retirement Planning, Mutual Funds, ETFs

Education
Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
Bachelor of Science (B.S.), Economics & Political Science