Top Client Service Associates in Greater New York City Area
Allison Quino Jones
Marketing Manager
Greater New York City Area
Marketing Manager
Director of Marketing
SEM Consultant (Contract)
Marketing Analyst
Senior Marketing Communications Specialist
Marketing Coordinator
Client Service Associate
Analyst
Intern
Intern
University of Westminster
City University of New York-Baruch College - Zicklin School of Business
The Mary Louis Academy
Recommendations: 9
Marketing Communications
Digital Marketing
Digital Strategy
SEM
SEO
Email Marketing
Display Advertising
Campaign Management
a****[email protected]
Jay Kierman
Global Compensation & Benefits Manager
Greater New York City Area
Global Compensation & Benefits Manager
Manager
Manager
Benefits Consultant
Benefits Consultant
Client Service Associate
Wharton School of Business
Yeshiva University
Recommendations: 8
Employee Benefits
Recruiting
Organizational Development
Project Management
Valuation
HR Consulting
HR Policies
Talent Management
k****[email protected]
Nana Danso
Company Name
Pfizer
Greater New York City Area
Company Name
Pfizer
Associate Director, Managed Markets
Company Name
Boehringer Ingelheim Pharmaceuticals
Client Service Associate
Account Manager
Yale University - Yale School of Management
Wesleyan University
Recommendations: 7
Business Analytics
Public Speaking
Pharmaceutical Industry
Project Management
Cross-functional Team Leadership
Market Research
Change Management
Coaching
n*****@nanasmagic.com
Tamlyn Wilbourne
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Associate
Communications Specialist
Marketing /Sales Professional
Key Account Manager - Eastern Region Banks
Kent State University
Recommendations: 6
w****[email protected]
Monica Canlas
Marketing Manager
Greater New York City Area
Marketing Manager
Marketing Manager
Digital Marketing Specialist
Search Planner
Client Service Associate
Sales and Marketing Assistant
New York University
Rutgers University
Recommendations: 5
Digital Strategy
Online Advertising
Digital Marketing
Integrated Marketing
Direct Marketing
Strategy
SEM
Marketing Strategy
m****[email protected]
Ernest W Infante
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Client Operations Specialist, Institutional Services Department
Teller
Intern
City University of New York-Baruch College - Zicklin School of Business
Long Island University, C.W. Post Campus
Nassau Community College
Recommendations: 5
PowerPoint
Mutual Funds
Financial Services
Project Management
Series 7
Series 63
Microsoft Office
Series 6
e****[email protected]
Tika Jefferson
Senior Client Fulfillment Partner
Greater New York City Area
Senior Client Fulfillment Partner
Consultant
President & COO
Senior Client Service Associate
Recommendations: 4
Strategy
Social Networking
Talent Acquisition
Entrepreneurship
Business Development
Sales Management
Recruiting
Customer Service
m****[email protected]
Chirag Soni, CFA, CAIA
Trader
Greater New York City Area
Trader
Trading Analyst
Researcher and Trader
Trader
Client Service Associate
Research - Global Indexes and Benchmarks
Fairfield University
York University
Recommendations: 4
Hedge Funds
R
SQLite
High Frequency Trading
Trading Strategies
FX trading
FX Options
Volatility
s****[email protected]
Monica Alfaro, GBA
Benefits Manager
Greater New York City Area
Benefits Manager
Senior Benefits Analyst
Senior Benefits Analyst
Health & Welfare Client Service Associate
Benefits Administrator
Montclair State University
Recommendations: 4
Employee Benefits
Project Management
Vendor Management
Data Analysis
Strategy
Process Improvement
Benefits Communication
Benefits Compliance
m****[email protected]
Sabrina Pepe
Assistant Vice President, Recruiting Manager
Greater New York City Area
Assistant Vice President, Recruiting Manager
Division Director- OfficeTeam
Staffing Manager- OfficeTeam
Client Account Manager
Client Service Associate
Public Relations Intern
Social Media/Promotions Director
Pace University - Lubin School of Business
Recommendations: 3
Customer Service
Property Management
Marketing
Sales
Social Media
Event Planning
Event Management
Advertising
s****[email protected]
Amanda Halle
Training and Onboarding Manager
Greater New York City Area
Training and Onboarding Manager
Associate Director, Client Services
Client Service Associate
HR Coordinator
Account Executive
Harvard University, John F. Kennedy School of Government
University of Delaware, Alfred Lerner School of Business
Recommendations: 3
Leadership
Performance Management
Management
Strategic Planning
Strategy
Change Management
Management Consulting
Human Resources
a****[email protected]
Chris Kleparek
Data Strategy
Greater New York City Area
Data Strategy
Sales Director
Quantitative and Enterprise Solution Sales
Relationship Manager - Quantitative Analytics
Client Service Associate
Renewals Account Manager
University of North Carolina at Wilmington
University of Wales, Swansea
Recommendations: 2
Equities
Market Data
Financial Markets
Portfolio Management
Salesforce.com
Capital Markets
Asset Managment
Financial Services
k****[email protected]
Zelpha Davis
Settlement Associate
Greater New York City Area
Settlement Associate
Investment Manager Associate
Account Analyst
Client Service Associate
COD Settlement/Dividend/Interest Associate
Senior Associate P&I/Settlement -INCOME DEPARTMENT
Adelphi University
Recommendations: 2
Exceptional communication and problem-solving abilities.
TECHNICAL SKILLS
Bloomberg, Oasys,
GSS Datamart, Omgeo DTCC (Depository Trust & Clearing Corp), Euclid PC
Bloomberg, Firstcall, Global Oasys, On-line Cashiering Application (OLCA),
Global Settlement System (Wilco GLOSS), Net Exchange Pro,
ICDS-FED settlement system, Factset
PBS Smart Search; Euroclear, SWIFT,
z****[email protected]
Alan W. Chan
Client Service Associate to The Cushman Group
Greater New York City Area
Client Service Associate to The Cushman Group
Student Consultant
Technology Intern
Saint John's University - Peter J. Tobin College of Business
FLHS
Recommendations: 2
Client Service
Microsoft Excel
PowerPoint
Photoshop
a****[email protected]
a****[email protected]
Mark Monfredo
Global Emerging Markets Project Manager
Greater New York City Area
Global Emerging Markets Project Manager
Commodities Project Manager
Energy Client Service Associate
Senior Executive Sales Representative
Advanced Rotational Analyst
Project Manager
The University of Connecticut
Recommendations: 1
Excel Macros(Basic VBA)
Capital Markets
Project Management
Business Analysis
Equities
Financial Analysis
Fixed Income
Asset Managment
m****[email protected]
Katrina Delossantos
Associate Marketing Manager
Greater New York City Area
Associate Marketing Manager
Marketing Coordinator
Advertising Sales Assistant
Marketing & Advertising Sales Intern
Client Service Associate, Social Media Marketing
Human Resources Intern
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 1
Visual Merchandising
Merchandising
Retail
Customer Service
Facebook
Retail Sales
Fashion
Store Management
k****[email protected]
Emily Edelstein
Product Manager, Chase Wealth Management Technologies; Vice President
Greater New York City Area
Product Manager, Chase Wealth Management Technologies; Vice President
Senior Project Manager; Vice President
Project Manager; Vice President
Client Reporting Manager; Assistant Vice President
Client Service Associate; Assistant Treasurer
Rutgers College
Recommendations: 1
Product Development
Project Management
SDLC
Management
Fixed Income
Financial Services
Equities
Quality Assurance
e****[email protected]
Lauren Domb
Relationship Associate
Greater New York City Area
Relationship Associate
Client Service Associate
Fund Accountant
Economic and Valuation Services Associate
Rutgers University
Recommendations: 0
Hedge Funds
Investments
Alternative Investments
Capital Markets
Fixed Income
Mutual Funds
Asset Management
Bloomberg
l****[email protected]
Dorothea Geraci
Trader
Greater New York City Area
Trader
Registered Trade Support Agent
Financial Services Representative
Registered Client Service Associate
Prop Equities/Forex Trader
Senior Account Executive
College of Staten Island
Recommendations: 0
Trading
Proprietary Trading
Options
Technical Analysis
Equities
Financial Markets
Trading Strategies
Trading Systems
g****[email protected]
d****[email protected]
Yasmin Zimmermann
Compliance Officer
Greater New York City Area
Compliance Officer
Compliance Surveillance Analyst
Client Service Associate
VP Markets Controls & Surveillance
VP Compliance Officer
University of Westminster
London South Bank University
Recommendations: 0
Microsoft Office
Microsoft Word
Research
Leadership
Training
Bloomberg
Westlaw
LexisNexis
y****[email protected]
Claudia Berman
Registered Senior Client Associate
Greater New York City Area
Registered Senior Client Associate
Registered Client Service Associate
Financial Solutions Advisor
Gallery Assistant
Bucknell University
New York University in Paris
Recommendations: 0
Series 7
Uniform Combined State Law
Mutual Funds
Investments
Bonds
Financial Advisory
ETFs
Series 63
c****[email protected]
Marisa Richheimer
Vice President
Greater New York City Area
Vice President
Registered Client Service Associate
Associate
Registered Client Service Associate
Senior Analyst
Business Analyst
NYU Stern School of Business
Cornell University
Recommendations: 0
CRM
Financial Services
Leadership
Hedge Funds
Fixed Income
Bloomberg
Alternative Investments
Series 7
m****[email protected]
m****[email protected]
Tammy Schlosberg
Sales and Client Service Associate
Greater New York City Area
Sales and Client Service Associate
Institutional Sales
Investment Banking Analyst
University of the Witwatersrand
University of Johannesburg
Recommendations: 0
t****[email protected]
t****[email protected]
Stephanie Iannetta
Associate, Prime Brokerage Account Executive
Greater New York City Area
Associate, Prime Brokerage Account Executive
Branch Office Administrator
Client Service Associate
INTERNSHIP: Assistant to the Vice President
INTERNSHIP: Assistant to Executive Director
Hofstra University
Hofstra University
Recommendations: 0
s****[email protected]
Adam D'Andrea
Financial Advisor
Greater New York City Area
Financial Advisor
Associate Banker
Client Account Officer
Financial Advisor
Registered Client Service Associate
Customer Service Representative
Baruch College
Hofstra University
Recommendations: 0
Investments
Portfolio Management
Banking
Finance
Fixed Income
Alternative Investments
Relationship Management
Investment Management
a****[email protected]
Marlena Sonn, CFP(r)
President and Founder
Greater New York City Area
President and Founder
Certified Financial Planner(TM)
Client Service Associate
Recommendations: 0
m****[email protected]
Adrianna Mesquita
Client Service Associate for Private Bank, LATAM
Greater New York City Area
Client Service Associate for Private Bank, LATAM
Relationship Banker
Information Specialist
SUNY New Paltz
Recommendations: 0
Banking
Series 7
Brazilian Portuguese
Spanish
Sales
Series 63
Relationship Management
Wealth Management
a****[email protected]
Babak Faraji
Financial Representative
Greater New York City Area
Financial Representative
Registered Client Service Associate
Client Associate
DCEM Intern
Recommendations: 0
b****[email protected]
Brendan Weyhe
Client Service Associate
Greater New York City Area
Client Service Associate
Intern
James Madison University
Darien High School
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Social Media
Customer Service
Teamwork
Public Speaking
b****[email protected]
Alexandra Lane
Marketing Associate
Greater New York City Area
Marketing Associate
Client Service Associate
Investor Development
University of Colorado Boulder - Leeds School of Business
Recommendations: 0
Private Equity
Hedge Funds
Alternative Investments
Asset Management
Investments
a****[email protected]
Noelle Ruehle (Borriello)
Project Manager, Meaningful Use
Greater New York City Area
Project Manager, Meaningful Use
Senior Marketing Designer & Analyst
Applications Analyst, Allscripts EHR
Assistant Trainer Allscripts EHR
Junior Client Service Associate
Manager
Intern
Instructor & Counselor
After-school Aide
Hofstra University
Syracuse University
Recommendations: 0
Coaching
Leadership Development
Data Entry
Public Speaking
Microsoft Office
Customer Service
Research
Team Building
n****[email protected]
Josh Centre
Senior Vice President - Senior Financial Advisor - Portfolio Manager
Greater New York City Area
Senior Vice President - Senior Financial Advisor - Portfolio Manager
First Vice President - Senior Financial Advisor
Client Service Associate - Global Wealth Management
University of Rhode Island
Horace Greeley High School
Recommendations: 0
j****[email protected]
Renee Delaney
Complex Service Manager
Greater New York City Area
Complex Service Manager
Branch Manager Assistant
Branch Administration
Sr. Branch Office Administrator, Associate Director
Sr. Registered Client Service Associate
Recommendations: 0
Risk Management
Management
Financial Services
Financial Analysis
Series 7
Training
Recruiting
r****[email protected]
Joseph Gamboni
Commercial Lending Operations
Greater New York City Area
Commercial Lending Operations
Trade Settlement Specialist
Client Service Associate
Product Analyst - Municipal Bonds
Tax Intern
State University of New York at Albany
Recommendations: 0
Salesforce.com
Microsoft Office
WebEx
Process Improvement
Bloomberg
Microsoft Excel
Global Custody
DTC
j****[email protected]
g****[email protected]
Melida Vincenty
Client Service Associate
Greater New York City Area
Client Service Associate
Marketing Intern
Wealth Management Intern
Macquarie Securities Group Intern
Manhattan College
Recommendations: 0
Spanish-speaking
PowerPoint
Customer Service
Teamwork
Research
Public Speaking
Event Planning
Sales
m****[email protected]
Marco Sementilli
Portfolio Design Analyst
Greater New York City Area
Portfolio Design Analyst
Registered Client Service Associate
Payroll Manager
Manager
Intern
Manager
Intern
St. John's University, The Peter J. Tobin College of Business
Recommendations: 0
s****[email protected]
Robert Twitty
Principal of GentsAmongMen.com
Greater New York City Area
Principal of GentsAmongMen.com
Talent Acquisition Coordinator (contract)
Client Service Associate
Lead Men’s Sales Associate
Event Planning / Marketing Intern
City University of New York City College
Recommendations: 0
Style Consulting
Fitness Consulting
Image Development
Fashion
Facebook
Social Networking
Event Planning
Merchandising
r****[email protected]
Jake Huff
Client Service Associate
Greater New York City Area
Client Service Associate
Intern
Intern
Financial Analyst
IE Business School
Duke University
Delbarton School
Recommendations: 0
Finance
Research
Microsoft Excel
Customer Service
Microsoft Office
Financial Modeling
PowerPoint
Equities
j****[email protected]
Michael Monteverde
Financial Advisor
Greater New York City Area
Financial Advisor
Client Service Associate
Product Management Intern
Equity Research Analysis Program
Real Estate Sales Associate
Binghamton University - School of Management
Binghamton University
Recommendations: 0
Finance
Strategy
Equities
Investments
Financial Analysis
Marketing
Corporate Finance
Analysis
m****[email protected]
Carol Alania
Senior Registered Client Service Associate
Greater New York City Area
Senior Registered Client Service Associate
Service Banker
Restaurant Supervisor
William Paterson University of New Jersey
Recommendations: 0
Banking
Customer Satisfaction
Management
Marketing
Sales
Customer Service
CRM
Customer Retention
c****[email protected]
Adrienne Osorio
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Private Client Investment Assistant
Personal Banker
Intern
The University of Connecticut
La Universidad de Granada
Recommendations: 0
Financial Services
Insurance
Investments
Microsoft Office, Excel, PowerPoint, etc.
Securities
Stock Due Diligence
Relationship Management
a****[email protected]
Dominic Giglio
Software Engineer
Greater New York City Area
Software Engineer
Web Developer
Co-Founder / Head of Engineering
Software Engineer
Registered Client Service Associate
Independent Trader
Co-founder / CIO
CUNY
Recommendations: 0
Wordpress
PHP
Ruby
Ruby on Rails
Mac OS X
WordPress
Programming
Front-end
d****[email protected]
h****[email protected]
Michael Corby
Account Executive
Greater New York City Area
Account Executive
Recruiter
Client Service Associate
Outreach Associate
Marist College
Nassau Community College
Recommendations: 0
Logistics
Supply Chain Management
Supply Chain
Logistics Management
Warehousing
Transportation
Inventory Management
Operations Management
m****[email protected]
Alexandra Baginski
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
University of Washington, Michael G. Foster School of Business
Recommendations: 0
a****[email protected]
Rajdeep Braich
Personal Banker
Greater New York City Area
Personal Banker
Senior Representative
Custody Client Service Associate
Consultant
Consultant
Mutual Fund Order Desk Representative
Broker/Dealer Service Representative
Stony Brook University
Recommendations: 0
r****[email protected]
Linda Schmitt
Senior Client Service Associate
Greater New York City Area
Senior Client Service Associate
Registered Client Service Assistant
Registered Client Service Associate
Client Service Associate
Customer Service
Dowling College
Recommendations: 0
Trading
Wealth Management
Finance
Investments
Portfolio Management
Due Diligence
Management
Equities
b****[email protected]
l****[email protected]
Brandon Nuccio
EA/ARM
Greater New York City Area
EA/ARM
Senior Client Service Associate
Marketing Associate/ARO
International Career Development Associate
Legal Assistant
Adelphi University
Adelphi University
Recommendations: 0
International Marketing
Public Relations
English
Social Media Marketing
French
Social Media
International Trade
International Relations
b****[email protected]
Kyle Jelléy
Client Service Associate
Greater New York City Area
Client Service Associate
Legal Intern
Strategic Channel Sales Manager at Datto, Inc.
Channel Sales Executive
Manager, Sales & Marketing
Fleet Operations & Logistics Coordinator
Wake Forest University
Brunswick School
Greenwich Country Day School GCDS
Recommendations: 0
k****[email protected]
Keith Kelley, JD, CAMS
Director, Legal and Compliance, Financial Crimes Group
Greater New York City Area
Director, Legal and Compliance, Financial Crimes Group
Manager, Compliance and Regulatory Reporting Services (CaRRS)
Associate, AML Officer and Registration Team Leader
Officer, Hedge Fund Services Transfer Agency
Client Service Manager
Client Service Associate
Financial Service Associate
Branch Specialist
Suffolk University Law School
University of Massachusetts
University of Massachusetts, Amherst
Dale Carnegie School
Framingham High School
Recommendations: 0
AML
Hedge Funds
Anti Money Laundering
OFAC
Anti-corruption
Anti-bribery
KYC
Due Diligence
k****[email protected]
Francisco Custodio
Credit Analyst
Greater New York City Area
Credit Analyst
Client Service Associate
Banker
Financial Consultant
CUNY York College
Recommendations: 0
Wealth Management
Private Banking
Stock Trading
Investments
Risk Management
Series 7
Series 63
Customer Service
f****[email protected]
Lindsey Paesano
Business Development Associate, Financial Planning Associate
Greater New York City Area
Business Development Associate, Financial Planning Associate
Senior Registered Associate, Financial Planning Associate
Client Service Associate
Penn State University
Recommendations: 0
l****[email protected]
James Oliveira
Client Service Associate
Greater New York City Area
Client Service Associate
Ramapo College of New Jersey
Bergen Community College
Recommendations: 0
Patient Education
Cpr Certified
Medical Terminology
Healthcare
Public Health
Direct Patient Care
Patient Advocacy
Patient Safety
j****[email protected]
Colin Johannessen
Assistant Vice President, Law Firm Group Private Banker
Greater New York City Area
Assistant Vice President, Law Firm Group Private Banker
Associate
Client Service Associate
Corporate Employee Financial Services Intern
Corporate Employee Financial Services Intern
Financial Analyst Intern
Bentley University
Kent School
Rumsey Hall
Recommendations: 0
Management
Financial Services
Investments
Finance
Financial Analysis
Equities
Hedge Funds
Capital Markets
c****[email protected]
Katie Wright
Executive Assistant
Greater New York City Area
Executive Assistant
Operations Manager
Global Wealth & Investment Management Client Service Associate
Rider University
Mercer County Community College
Recommendations: 0
Sales
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Marketing
Event Planning
Market Research
k****[email protected]
Dena Smith
Recruiting and Client Services Manager on-site at Leading Global Investment Manager
Greater New York City Area
Recruiting and Client Services Manager on-site at Leading Global Investment Manager
US Treasuries Broker
Client Service Associate Intern
Reporter- Intern
Lehigh University
Danish Institute for Study Abroad
Recommendations: 0
Bloomberg
Investments
Fixed Income
Trading
Financial Markets
Series 7
Electronic Trading
Portfolio Management
d****[email protected]
Kana Nakajima
Senior Client Service Associate
Greater New York City Area
Senior Client Service Associate
Finance Intern
Baruch College, City University of New York (CUNY)
Recommendations: 0
Equities
Bloomberg
Wealth Management
Investments
Client Relations Skills
k****[email protected]
John Mecca
Senior Associate
Greater New York City Area
Senior Associate
Client Service Associate
Villanova University
Recommendations: 0
Investment Management
Alternative Investments
Private Equity
Investment Strategies
Relationship Management
Institutional Investments
Pensions
Series 63
j****[email protected]
Hubert Papes
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Research and Outreach Assistant
Policy Assistant
University of North Carolina at Chapel Hill
Georgetown University
Recommendations: 0
PowerPoint
Research
Government
Word
Campaigns
Legislative Relations
Community Outreach
Political Campaigns
p*****@email.unc.edu
Thomas Dorsey
Principal
Greater New York City Area
Principal
Technology, Media and Telecom | Vice President
Registered Client Service Associate
Financial Analyst
University of Virginia - Darden Graduate School of Business Administration
Penn State University
Recommendations: 0
Investment Banking
Financial Analysis
Firm Valuation
Deal Execution
Stock Picking
Value Investing
Fundamental Research
Investments
t****[email protected]
Mehvish Chubet
Client Service Associate
Greater New York City Area
Client Service Associate
Berkeley College
Recommendations: 0
Wealth Management
Financial Analysis
Superior Client Service
Administrative Work
Document Management
Document Review
Expense Reports
Expense Management
m****[email protected]
Jigar Bhavsar
Relocation Consultant II
Greater New York City Area
Relocation Consultant II
Product Advisor
Customer Service Associate
Client Service Associate
Client Service Associate
Western Connecticut State University
University of Connecticut-Stamford
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
microsoft powerpoint
Atlas
Hex
Home Sale
Leadership
j****[email protected]
Amanda Galati
Premium Account Manager AIM
Greater New York City Area
Premium Account Manager AIM
Investor Relations Associate
Investor Relations Associate
Client Service Associate
Marketing Associate
The Ohio State University Fisher College of Business
New York University
NY Institute of Finance
Recommendations: 0
Advertising
Marketing
Bloomberg
Investments
Business Strategy
Management
Bloomberg Terminal
Trading Systems
m****[email protected]
Danielle Singer, CFA
Senior Client Portfolio Manager, Multi Asset
Greater New York City Area
Senior Client Portfolio Manager, Multi Asset
Strategist, Global Investment Solutions
Account Manager, Director
Internal Investment Consultant
Sr. Registered Client Service Associate
Client Service Administrator
Financial Advisor
The University of Chicago - Booth School of Business
Middlebury College
The Chapin School
Recommendations: 0
Asset Managment
Mutual Funds
Series 7
Fixed Income
Equities
Asset Allocation
Portfolio Management
Investments
d****[email protected]
Muhammad Malik
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Financial Advisor in Training
Senior Banker
Pace University - Lubin School of Business
Queens College the City University of New York
Investment Banking Institute
Recommendations: 0
m****[email protected]
Stephanie Arce
Client Service Associate
Greater New York City Area
Client Service Associate
Client Service Assoc.
customer service rep
client associate
Rutgers, The State University of New Jersey-Newark
Recommendations: 0
s****[email protected]
Anthony J. Haidar
Internal Sales Director
Greater New York City Area
Internal Sales Director
Registered Client Service Associate
Student Portfolio Manager
Volunteer, Office of Presidential Correspondence
Production Intern
Intern, CFO and CIO Search Practice
College Financial Representative
The George Washington University
UNSW Australia
Recommendations: 0
Investments
Finance
Series 7
Series 66
Financial Analysis
Public Speaking
Social Media
Asset Management
a****[email protected]
Yeraidin Tavarez
Human Resources Coordinator/ Recruiter
Greater New York City Area
Human Resources Coordinator/ Recruiter
Center Administrator/ Production Coordinator
Client Service Associate
Sales & Service Associate
Baruch College
Jane Addams Vocational High School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
English
Windows
Outlook
y****[email protected]
Celia Gorbatovsky
Client Relationship Manager
Greater New York City Area
Client Relationship Manager
Assistant Vice President
Service Associate
Registered Client Service Associate
Registered Client Service Associate
Brooklyn College
Recommendations: 0
Series 7
Series 66
Series 63
Wealth Management
Series 9
Series 10
Series 3
c****[email protected]
Alex Sheinman
Three Commas Ambassador
Greater New York City Area
Three Commas Ambassador
2017 BIG Initiative Award Winner
Digital Media Marketing Intern
Super Bowl LIV - White Glove Liaison
Super Bowl LIII - White Glove Liaison
Co-Founder
Marketing Coordinator
Director of Collegiate Programming
Client Service Associate
Co-Founder, Executive Director
Penn State University
Recommendations: 0
a****[email protected]
Jonathan Soroka
Vice President, Prime Finance Client Executive
Greater New York City Area
Vice President, Prime Finance Client Executive
Vice President, Transition Management
Vice President, Prime Services
Vice President, Prime Finance
Registered Client Service Associate
University of Wisconsin-Madison
Recommendations: 0
Fixed Income
Hedge Funds
Trading
Equities
Prime Brokerage
Options
FX trading
Investments
s****[email protected]
Khwaja Azam Hai
Accountant
Greater New York City Area
Accountant
Client Service Associate
Office Manager/ Assistant
Saint John's University
City University of New York-Herbert H. Lehman College
Recommendations: 0
Accounting
Operations Management
Financial Services
Customer Relations
a****[email protected]
Tricia Karr
Head of Client Services
Greater New York City Area
Head of Client Services
Client Service Associate
Managing Director, Head of Global Client Services
Managing Director
Fordham Gabelli School of Business
Villanova University
Recommendations: 0
Hedge Funds
Alternative Investments
Asset Management
Fund Of Funds
Asset Allocation
Mutual Funds
Investment Management
Securities
t****[email protected]
t****[email protected]
Jaymin Patel
Project Manager
Greater New York City Area
Project Manager
Business Analyst
Institutional Reporting & Analytics Manager
Junior Manager, Global Marketing & Reporting
Client Service Associate
Client Services Manager
Transfers Assistant Team Leader
Transfers Administrator
Trainee Independent Financial Adviser /Administrative Assistant
Customer Services Officer
University of Hertfordshire
Recommendations: 0
Mutual Funds
Equities
Fixed Income
Asset Management
Portfolio Management
VBA
Financial Modeling
Performance Attribution
j****[email protected]
Laurie Manion
Compliance Associate
Greater New York City Area
Compliance Associate
Law Clerk
Intern
Client Service Associate
The University of Connecticut School of Law
Trinity College-Hartford
Recommendations: 0
l****[email protected]
Seth Warner
MBS Research Analyst
Greater New York City Area
MBS Research Analyst
Vice-President - Market Analytics Team
AnSer Team Lead
Client Service Associate
Duke University
Recommendations: 0
Fixed Income
Derivatives
Investments
Analytics
Bonds
Economics
SQL
Relationship Management
s****[email protected]
Lockwood Sloan, CFA
Vice President
Greater New York City Area
Vice President
Vice President
Private Client Financial Advisor
Private Client Service Associate
Market Correspondent
Investment/Trust Officer
Investment/Sales Associate
Assistant Portfolio Manager
Assistant Estate Administrator
Wheaton College (MA)
Salisbury School
Recommendations: 0
Fixed Income
Equities
Alternative Investments
Portfolio Management
Asset Allocation
Asset Management
Bloomberg
Bonds
l****[email protected]
Gabrielle Iengo
Executive Administrative Assistant/Paralegal
Greater New York City Area
Executive Administrative Assistant/Paralegal
Client Service Associate
Compliance Complaint Analyst- Customer Service/Paralegal
Executive Administrative Assistant/Assistant Office Manager/Paralegal
College of Staten Island
Drake Business School
Recommendations: 0
Portfolio Management
Microsoft Excel
Finance
Training
Sales
Microsoft Word
Interviews
Budgets
g****[email protected]
Cindy Chen
Financial Analyst
Greater New York City Area
Financial Analyst
VP, Associate General Counsel, Corporate & Transactions
Marketing and Client Service Associate
Director, Senior Counsel, Corporate & Transactions
Mergers and Acquisitions / Corporate Attorney
Senior Counsel
University of Pennsylvania Law School
Duke University
Recommendations: 0
Disclosure
Proxy Statements
Securities
Corporate Finance
Due Diligence
Mergers
Legal Research
Private Equity
c****[email protected]
c****[email protected]
Russell Imam
Client Service Associate
Greater New York City Area
Client Service Associate
Advertising & Marketing Consultant
Financial Center Associate
Hofstra University
Fashion Institute of Technology
Recommendations: 0
NetX360
Salesforce Training
Salesforce.com implementation
NextGen
Adobe Photoshop
Microsoft Suites
Marketing Communications
Digital Marketing
k****[email protected]
Oumar Diaby
Financial Advisor
Greater New York City Area
Financial Advisor
Relationship Banker
iShares Sales Specialist
Client Service Associate
Market Research Consultant
Account Officer
BARUCH COLLEGE New
Baruch College, City University of New York (CUNY)
Recommendations: 0
o****[email protected]
Saul Farber
Manager Client Development and Sales- Hedge Funds/Asset Managers
Greater New York City Area
Manager Client Development and Sales- Hedge Funds/Asset Managers
Client Service Associate- OTC Clearing
Senior Client Services Analyst- OTC Clearing
Associate
Summer Associate
Candidate for NY State Senate
Manager
New York Law School
New York University
Recommendations: 0
Legal Research
Legal Writing
Litigation
Westlaw
Public Speaking
Policy Analysis
Social Media
Microsoft Office
s****[email protected]
s****[email protected]
Jonathan Ryder
Assistant Vice President-Futures & Options and OTC Clearing Middle Office
Greater New York City Area
Assistant Vice President-Futures & Options and OTC Clearing Middle Office
Emerging Leaders Committee
Client Service Group/Onboarding
Client Service Associate Intern
Wealth Management Intern
Rutgers Business School
Recommendations: 0
Microsoft Office
Valuation
Wealth Management
Bonds
Securities
Derivative Operations
Hedge Funds
Finance
j****[email protected]
j****[email protected]
Keith S. Markey
Senior Talent Acquisition Manager
Greater New York City Area
Senior Talent Acquisition Manager
Senior Recruiter
Executive Director of Recruitment and Selection
Staffing Manager
Client Service Associate
Consultant
Client Service Consultant
Private Client Relationship Manager
Derivative Trade Support Associate
Sacred Heart University
Poly Prep Country Day School
Recommendations: 0
Derivatives
Recruiting
Staffing Services
Internet Recruiting
Equities
Temporary Placement
Bloomberg
Swapswire
k****[email protected]
Damien de Bruijn
Associate Director
Greater New York City Area
Associate Director
Client Service Manager, Simplified Disclosure
Client Service Associate
Customer Care Professional
Marketing Executive Dialogue Channels
Direct Sales Representative
Mountbatten Institute
Hogeschool INHOLLAND Den Haag
University of Gävle
Recommendations: 0
Market Research
Process Improvement
Marketing Communications
Marketing Strategy
Direct Sales
Leadership
International Business
Self Driven
d****[email protected]
Susana Mastroianni
PCG Senior Registered Client Associate
Greater New York City Area
PCG Senior Registered Client Associate
Registered Client Service Associate
Relationship Coordinator AVP
Client Relationship Associate/Financial Officer
G W Hewlett High
Hofstra University
Recommendations: 0
s****[email protected]
Jill Hoenings
Registered Client Associate
Greater New York City Area
Registered Client Associate
Client Service Associate
Client Service Associate
Recommendations: 0
Series 7
Series 63
Investments
Equities
Mutual Funds
Securities
Asset Managment
Fixed Annuities
j****[email protected]
j****[email protected]
Katonia Morgan
Private Client Banker
Greater New York City Area
Private Client Banker
Realtor
Registered Client Service Associate
Corporate Finance Analyst--Summer
Baruch College
Baruch College, City University of New York (CUNY)
Recommendations: 0
k****[email protected]
Demetrios Pilavas
Client Service Associate
Greater New York City Area
Client Service Associate
Branch Service Associate/Wire Operator
Assistant Trader
Loan Clerk
Baruch College, City University of New York (CUNY)
Recommendations: 0
d****[email protected]
Matthew Slen
Global Market Intern
Greater New York City Area
Global Market Intern
Interest Rate Derivatives Consultant
Client Service Associate
Client Service Intern
Brown University
Recommendations: 0
m****[email protected]
Matthew Aulbach
Associate Manager, Planning & Analysis
Greater New York City Area
Associate Manager, Planning & Analysis
Planning and Analysis Specialist
Financial Analyst, Corporate Financial Planning and Analysis
Financial Analyst Intern, Corporate Financial Planning and Analysis
Financial Advisor
Financial Advisor
Client Service Associate
Financial Advisor
Rutgers Business School
James Madison University
Recommendations: 0
Financial Analysis
m****[email protected]
Emily Davalchenko
Product Specialist
Greater New York City Area
Product Specialist
Marketing Manager
Marketing Associate
Employee Education Consultant
Client Service Associate
Saint Joseph's University - Erivan K. Haub School of Business
West Chester University of Pennsylvania
Recommendations: 0
e****[email protected]
e****[email protected]
Christine Lee
ETS
Greater New York City Area
ETS
Private Bank Hedge Fund Client Service Associate
Private Bank Project Manager/Business Analyst
Private Bank Equity/Option Trader
IB Institutional Equities Client Service Associate
Senior Specialist - Auction Markets Preferred/Muni Trade Support
Senior Specialist - Broadcort - Third Party Clearing Account Administrator
Investment Banking Analyst
Saint John's University
Townsend Harris
Recommendations: 0
Equities
Trading
Options
Equity Trading
Settlement
Trading Systems
Bloomberg
Hedge Funds
c****[email protected]
Jessica Krystalla, CPA
Vice President Investment Bank COO Audit
Greater New York City Area
Vice President Investment Bank COO Audit
Adjunct Professor
Auditor
Client Service Associate
Fordham University - Graduate School of Business Administration
Fordham
Recommendations: 0
Capital Markets
Operational Risk
Financial Services
Fixed Income
Series 7
Financial Risk
Risk Management
Enterprise Risk Management
j****[email protected]
Equana Nichols-Wiggins
Administrative Assistant
Greater New York City Area
Administrative Assistant
Client Service Associate 1
Correctional Officer
Medicare Recovery Services Specialist
Teller
Bank Teller
Seasonal Register Complex Supervisor
Business Manager
Temporary Customer Relations Coordinator
Seasonal Recovery Associate
Assistant manager
Seasonal Associate
Clerical Temp
Customer Service Representative
Assistant Manager
Laguardia Community College
Recommendations: 0
e****[email protected]
Robin M Ax
Senior Registered Client Service Associate
Greater New York City Area
Senior Registered Client Service Associate
Client Service Associate
Operations Supervisor
Ramapo College of New Jersey
Recommendations: 0
Series 7
Financial Services
r****[email protected]
r****[email protected]
Jean Blanco
Registered Client Service Associate
Greater New York City Area
Registered Client Service Associate
Registered Associate
Sr. Client Service Associate
Baruch College, City University of New York (CUNY)
New York University
Recommendations: 0
Banking
Management
Series 7
Fixed Income
Series 63
Uniform Combined State Law
Series 65
Securities
a****[email protected]
j****[email protected]
Lindsey Williams
Client Service Associate
Greater New York City Area
Client Service Associate
Office Manager
Concierge and Guest Service Agent
Public Relations Assistant
West Virginia University
Recommendations: 0
Event Planning
Hospitality
Customer Service
Budgeting
Administration
Billing
Public Relations
Social Media
l****[email protected]
l****[email protected]
Cherie Ferby-Guy
Client Associate
Greater New York City Area
Client Associate
Client Service Associate
Accounting Intern
Intern for Crystal Consulting Group
Legal Affairs Intern
Intern in the Corporate Secretary's Office
Camp Counselor
Molloy College
St. Mary's University College in Twickenham, London
Recommendations: 0
Dance
PowerPoint
Microsoft Excel
Microsoft Word
Microsoft Office
Outlook
Sales
Management
c****[email protected]
Christopher D. Williams
Office Manager / NYC Lead / Client Service Associate
Greater New York City Area
Office Manager / NYC Lead / Client Service Associate
Computer Room Supervisor
Supervisor
Law Clerk / Process Server
Westwood College Online
Recommendations: 0
Excel
PowerPoint
Word
Microsoft Office
Office Management
Customer Relations
Problem Solving
Budgeting
c****[email protected]
Tara Jakubik
Wealth Managment Associate
Greater New York City Area
Wealth Managment Associate
Senior Registered Client Service Associate
Registered Client Associate
Senior Registered Sales Assistant / Executive Assistant to CEO
Registered Client Associate
Senior Processing Representative
Retirement Specialist
Financial Associate
Rutgers Graduate School of Management
The College of New Jersey
Westfield High School
Recommendations: 0
series 66
Life & Health Insurance Licenses
Uniform Combined State Law
Series 7
t****[email protected]
