
Timeline
About me
AVP at Morgan Stanley
Education

Monsignor farrell high school
2005 - 2009
Loyola university maryland
2009 - 2013Bachelor of business administration marketing,I also minored in Information Systems.
Experience

La fontana ristorante
May 2006 - Nov 2013Waiter/busser/barback• Implemented a variety of critical problem-solving skills daily and dealt with customers• Improved communications through collaboration with individuals who speak English as a second language, instilling teamwork across the entire staff• Trained approximately 8 new employees in a variety of daily tasks

Delco drugs
Jan 2009 - Aug 2011Delivery driver/clerkImproved communications skills by dealing with people of different ethnic and socio-economic backgrounds

Loyola university maryland
Aug 2009 - May 2013StudentMajor MarketingMinor Information Systems

Loyola university maryland event services
Sept 2009 - May 2010Event staff• Assisted in the coordination of on campus gatherings, ranging from 10 to 300 people• Focused on implementing improvements in organizational and coordination skills• Learned many aspects of successful event planning

Il piatto
Sept 2010 - May 2011Crew member• Contributed to the daily operations of a small business • Worked in both the kitchen for food preparation and serving customers• Assisted in the management of approximately 20 employee scheduling

State senator andrew lanza district office
May 2012 - Sept 2012Intern• Created advertisements and marketing materials for public events sponsored by Senator Lanza • Involved with Constituent Relationships Management (CRM) initiatives• Represented Senator Lanza at various community events

Board of elections in the city of new york
Jul 2013 - Nov 2014Trainer/ ad monitor• Train classes of 20 – 30 people Election Day staff in proper voting procedures, equipment usage, and compliance measures related to multiple federal and state laws, including Help America Vote Act (HAVA) and the Americans with Disabilities Act (ADA)• Served as supervisor for multiple polling sites on Election Day, as well as liaison between polling sites and Board of Elections headquarters

Donato inc
Nov 2013 - May 2014Estimator• Reviewed plans and specifications for both new and soon-to-be renovated commercial and residential apartment buildings• Calculated cost of equipment, materials, and other incidentals as to prepare proposals and cost break downs for multi-million dollar projects• Coordinated with project managers & suppliers for everyday supplies

Morgan stanley
Feb 2015 - nowResponsible for managing a portfolio of tailored lending bespoke lines of credit
Associate Vice President - Tailored Lending Asset Management
Oct 2023 - nowAssistant Vice President - Private Banking Sales Specialist
Nov 2020 - Dec 2023Product Support Associate
Jun 2017 - Nov 2020High Net Worth Lending Analyst
Feb 2015 - Jun 2017
Licenses & Certifications

Series 63
Finra
Series 7
Finra
Recommendations

Andreas ronacher
Technical Customer Service Manager at Brigl & BergmeisterGraz, Styria, Austria
Anand prasad
Associate Analyst || Transaction Monitoring ||Bcom Hons. || University of Delhi || Content Moderator...Tinsukia, Assam, India
Sílvia gehlen
AVP Product Manager na Citi | CPA-20, FinançasSão Paulo, São Paulo, Brazil
Gabrielle de castro
Especialista de Marketing | Design | Gestão | InovaçãoCampo Grande, Mato Grosso do Sul, Brasil
Ioana mladin
Service Manager Lead @ IBM | ITIL, Agile MethodologiesBraşov, Romania
Daniel benoit
Managing Partner at Nova Imprint Business SolutionsDartmouth, Nova Scotia, Canada
Marie moro
Assistante commercialeMontestruc-sur-Gers, Occitanie, France
Izabela adasiewicz, mba, pmp, psm
Senior Project Manager | Trusted Advisor | Management ConsultantGreater Philadelphia
Mithun puliyathamil
PMP® | Project Management Professional | Lead Automation Engineer | Subject Matter Expert in Siemens...Doha Metropolitan Area
Prachi pawar
BioinformaticianMumbai, Maharashtra, India
...