Bio
Credentials
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Series 7TO - General Securities Representative Examination
FINRANov, 2019- Apr, 2026 -
SIE - Securities Industry Essentials Examination
FINRAJun, 2019- Apr, 2026
Experience
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United States
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Financial Services
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1 - 100 Employee
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VP, Operations | CanAm Investor Services
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Jan 2019 - Present
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Assistant Vice President | CanAm Investor Services
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Jan 2018 - Dec 2018
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Assistant Vice President | Investment Due Diligence
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Jan 2016 - Dec 2017
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Senior Associate | Investment Due Diligence
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Jan 2015 - Dec 2015
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Junior & Senior Associate | Client Relations
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Feb 2011 - Dec 2014
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Assistant Estimator & Accounts Payable/Receivable
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Apr 2010 - Sep 2010
• Assisted Head Estimator in project takeoffs for bidding purposes• Attained prices on material (specifically tile, stone, and marble) for estimates• Invoiced contractors, completed AIA documents and lien waivers for payment• Submitted and followed-up on change orders• Updated project balances and statuses on a daily basis
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Hymowitz & Freeman
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Greater New York City Area
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Administrative Assistant
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Sep 2005 - Apr 2010
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Greater New York City Area
• Compiled developers’ documents for real estate transactions and updated sales reports• Communicated daily with attorneys, clients, and suppliers• Drafted official correspondence, memos, and court documents and filings• Invoiced clients and completed banking transactions
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GreenStreet Construction, Inc.
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Greater New York City Area
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Junior Intern
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May 2008 - Sep 2008
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Greater New York City Area
• Communicated daily with clients, architects, and subcontractors• Assisted in take-offs and drafting scopes-of-work for bidding purposes• Visited construction sites and assisted meetings with architects and subcontractors• Drafted official correspondence and memos, and designed layouts for bidding documents• Researched subcontractors, suppliers, and materials• Ordered supplies and materials for construction sites
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Education
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2005 - 2009Barnard College
Bachelor of Arts, Architecture
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