Corporate Finance / Private Equity

Thomson Financial, New York, New York. 
Finance Manager, Corporate Finance	
Responsible for strategic business development, financial reporting and management of Retail Wealth Management division of the company.

Neuberger Berman, New York, New York.  
Analyst, Private Client Investment Management
Financial reporting and management of individual client portfolios. 	
	Researched investment opportunities utilizing proprietary research, Bloomberg and Morningstar
	Performed sector and market research for investment attractiveness and summarized findings for portfolio manager.
	Analyzed client’s asset allocations to ensure continued alignment with stated goals
	Developed detailed monthly and quarterly individual performance reports. Reports included rate of return comparison to the benchmark, along with performance and investment summaries.

Independence Medical Transportation, Maplewood, New Jersey.  
Established a successful medical transportation services company specializing in providing for the needs of the elderly.	

Nicks Carriage, Irvington, New Jersey.  
Established a successful trucking company specializing in consumer goods delivery.