Work history
Vice-President
tags:
management
• problem resolution
• marketing
• investment analysis
How would you describe your time at FX Trading?
-Joined start-up currency trading firm
-Helped train traders and sales guys (15 employees all together) on how to trade, what to look for, and how to use the MetaTrader platform
-Administered and managed the MetaTrader Server
-Created and maintained website
-Created daily reports for return on investment for not only FX Trading but also the clearinghouse (FX Tech Trading) to determine how to best hedge risk and also how and when to pay bills, bonuses, and commissions
-Created business strategy to transition from creating book of self-trading clients to book of introducing brokers as clients; this in the end cut our client base to 25% but increase profits by over 100%... 
Investment Representative
tags:
client service
• financial planning
How would you describe your time at Fidelity Investments?
-Met with clients to create asset allocations to help address retirement, general wealth accumulation, income strategies, and other financial goals
Financial Advisor
tags:
marketing
• portfolio analysis
How would you describe your time at Merrill Lynch?
-Created custom portfolio for high-net worth clients ($1M and above)
-Showed clients how the use of tax-advantaged strategies would help recoup lost opportunity costs and increase net worth significantly without shifting to a riskier portfolio
Owner
tags:
management
• asset gathering
• asset management
How would you describe your time at Mahalec Financial Group?
-Created asset allocations
-Created financial models for other advisors
-Earned a reputation for solid financial advice and superior client interaction
Financial Advisor
tags:
client acquisition
• financial modelingplanning
How would you describe your time at Ameriprise?
-Trained and developed new advisors in the Pittsburgh branch office
-Acquired double the assets of associates hired at the same time
Education
Investment Management
tags:
statistics
• simulation modeling
• analysis
• valuation modeling
How would you describe your time at BOSTON UNIVERSITY, Boston, MA?
This part-time program had a full-time feel! I learned about portfolio management, asset selection, derivatives, risk modeling/hedging, and many other financial tools that have made me a strong analyst for anything from planning to valuation.
Information Systems Management
tags:
computer programming
• management
How would you describe your time at Carnegie Mellon University?
To complement my undergraduate degree in Chemical Engineering, I found it useful to learn more about data flow and programming. I pursued a master???s degree in information systems in order to get a stronger grasp of this need while still an undergraduate. I have learned many forms of programming but more importantly how to take an idea from idea to white paper to program....
Chemical Engineering
tags:
data analysisgathering
• computer simulations
• financial modeling
How would you describe your time at Carnegie Mellon University?
I transferred to Carnegie Mellon University from Harvard University in order to pursue my passion for modeling systems and love of numbers. It is here that I found that I truly enjoyed creating models that would help predict outcomes, create ranges of valuation, or even just simulate environments to help determine more efficient courses of action....
