Experience

Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • May 2023 - Present

  GCM



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Global Investment Bank

  • Oct 2021 - May 2023



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Director - Investment Banking Product Control

  • Jan 2020 - Oct 2021

• Associate

  • Mar 2018 - Jan 2020



Segal Marco Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • May 2015 - Mar 2018

  Greater New York City Area Create client quarterly investment performance reports which include researching and resolving reconciliation issues with investments managers and comparing these results to various benchmarks and peer groups. Analyze multiple vendor search responses for deferred compensation, defined contribution and Taft-Hartley plans. Create manager write ups and verify rates of return and collaborate with other groups to disseminate information and important data related to a client investment performance… Show more Create client quarterly investment performance reports which include researching and resolving reconciliation issues with investments managers and comparing these results to various benchmarks and peer groups. Analyze multiple vendor search responses for deferred compensation, defined contribution and Taft-Hartley plans. Create manager write ups and verify rates of return and collaborate with other groups to disseminate information and important data related to a client investment performance report. Review others' quarterly portfolio performance reports, as well coordinate transfer of assets, establish and manage relationships with fund administrators, custodial banks, and investment managers. Show less



New York Community Bank (NYCB)

• United States
• Banking
• 700 & Above Employee

• Financial Service associate

  • Jun 2010 - May 2015

  Greater New York City Area Analyze clients' portfolios with providing appropriate products and services that suit clients' financial needs. Open new accounts, while developing new client relationships and expanding on existing client relationships. Accurately process financial transactions in accordance with rules, regulations, and guidelines of the bank. In addition, balance cash box and prepare settlement document of cash box. Assist management in daily branch operations including but not limited to, training new… Show more Analyze clients' portfolios with providing appropriate products and services that suit clients' financial needs. Open new accounts, while developing new client relationships and expanding on existing client relationships. Accurately process financial transactions in accordance with rules, regulations, and guidelines of the bank. In addition, balance cash box and prepare settlement document of cash box. Assist management in daily branch operations including but not limited to, training new staff, assist with monthly audits and to ensure policy and procedures are performed by each staff members. Lastly, achieve sales quota, individually and collaborating with team members by executing different sale strategies. Show less