Financial Advisor - Private Wealth Management at Ellevest

Bachelor of Arts (BA) From University of Wisconsin-Madison
Male
New York, New York
WORK DETAILS

Ellevest

Financial Advisor - Private Wealth Management
October 2017 - Present
(2 Years and 9 Months)

J.P. Morgan

Private Banker - Vice President
April 2013 - October 2017
(4 Years and 7 Months)

J.P. Morgan

Sales Associate
February 2011 - April 2013
(2 Years and 3 Months)

Cantor Fitzgerald

Corporate Treasury - Cash Management
August 2009 - August 2010
(1 year and 1 month)

The PrivateBank and Trust Company

Capital Markets Group Intern
Coordinated risk management solutions for a newly formed Capital Markets Group. Included hedging interest rate risks, foreign currency fluctuation and commodity pricing risks
June 2008 - August 2008
(3 Months)

FinTuition Ltd

Course Management Intern
January 2008 - April 2008
(4 Months)

Dio Bros Brokerage Firm

Trade Card Runner
On the floor of the Chicago Mercantile Exchange, I ran trading cards between brokers and customers for a firm trading in eurodollar futures.
June 2006 - August 2006
(3 Months)
EDUCATIONAL DETAILS

University of Wisconsin-Madison

Economics
Bachelor of Arts (BA)
2004-2008

St. Marys University College

International Business
Post-Graduate Certificate
Not available