2008, март — продолжаю работать, 16 лет
Trading & Reporting Administrative Associate
Sontag Advisory LLC - New York, NY USA
• Primarily responsible for mutual fund and equity trading at Schwab & Fidelity platform
• Generate Axys reports and Zephyr analyses for client meetings
• Review and follow up on clients’ gift contributions to charities and private foundations
• Responsible for obtaining mortgage information for clients from various vendors
• Monitor and reconcile cost basis, transfers, account closings and consolidations
• Prepare manual portfolio statements in excel for ultra high net worth individuals (12 clients)
• Set up and maintain appropriate comparisons with market indexes and customized benchmarks
• Work closely with financial advisors, client service, traders and custodians
2005, октябрь — 2007, май, 1 год 7 мес
Portfolio Research Analyst/ Intern
Strategic Wealth Management Group - New York, NY USA
• Performed detailed analyses of existing portfolios and constructed new portfolios for clients' accounts
• Utilized Morningstar, Lipper, Schwab, Yahoo Finance and other sources as references
• Prepared Excel spreadsheets for bond ladders, DCA calculations, and rebalancing portfolios
• Mastered the Portfolio Center software to generate reports, analyses, and billings for over 100 accounts
• Performed reconciliation of transactions, security positions, and cash for all trading activities
• Telephoned financial companies to inquire about products and services
1999, декабрь — 2001, май, 1 год 5 мес
Co-Owner/Manager
A Photo Store - Moscow, Russia
• Managed daily operation of photo store, including merchandising, inventory control, and bookkeeping
• Hired, supervised and prepared schedule for 5 employees
• Trained employees in the proper use of film developing machine
• Marketed store via sales promotions and advertisements
• Recommended product assortments, set pricing, and negotiated costs with vendors
Высшее образование (специалист)
City University of New York/ Baruch College, Zicklin School of Business
Среднее профессиональное
Berkshire Community College, School of Business
Неполное высшее
Moscow Aviation Institute (MAI), School of Electronics Engineering
Владение языками
Английский - свободное владение
Испанский - начальный
Водительские права
Личный автомобиль есть
Семейное положение
Холост , Детей нет
id резюме: 9449344,
обновлено 24-07-2010 23:01:56