Bio
Credentials
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Passed the Level 1 CFA Exam
CFA Institute
Experience
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High Sabatino Associates
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United States
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Sales Representative
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Nov 2018 - Present
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United States
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Wells Fargo
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Columbia, MD
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Securities Administration Services Analyst
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Jul 2014 - Nov 2018
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Columbia, MD
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Baltimore Tent Company
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Baltimore
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Manager
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May 2013 - Jul 2014
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Baltimore
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Ameriprise Financial Services, Inc.
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Towson, MD
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Intern
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Jun 2013 - Jan 2014
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Towson, MD
Deal directly with the day-to-day operations of a financial advisory branch while working alongside the senior financial advisor. Analyze investments, help with financial planning development, schedule and interact in client meetings, and organize client events.
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Blue Point Investment Management, LLC
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Towson, MD
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Equity Research Intern
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Aug 2013 - Dec 2013
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Towson, MD
Use SEC filings, Annual Reports and other information sources to write weekly Company Analysis reports on designated companies.
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Education
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2009 - 2014Towson University
Bachelor's Degree, Finance, General -
2005 - 2009South River High School
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References
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