Resumes
Resumes
Vice President, Portfolio Analyst
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Bank of America Merrill Lynch Jul 2018 - Jul 2019
Vice President, Associate Investment Advisory Specialist
Bank of America Merrill Lynch Jul 2018 - Jul 2019
Vice President, Portfolio Analyst
Bank of America Merrill Lynch Oct 2016 - Jul 2018
Avp, Internal Wealth Management Specialist
Bank of America Merrill Lynch Jun 2012 - Oct 2016
Assistant Vice President, Financial Solutions Advisor
Corestates Capital Advisors Jun 2011 - Aug 2011
Equity Analyst Intern
Vice President, Associate Investment Advisory Specialist
Bank of America Merrill Lynch Jul 2018 - Jul 2019
Vice President, Portfolio Analyst
Bank of America Merrill Lynch Oct 2016 - Jul 2018
Avp, Internal Wealth Management Specialist
Bank of America Merrill Lynch Jun 2012 - Oct 2016
Assistant Vice President, Financial Solutions Advisor
Corestates Capital Advisors Jun 2011 - Aug 2011
Equity Analyst Intern
Education:
University of Pittsburgh 2008 - 2012
Bachelors, Bachelor of Science, Finance Council Rock High School South 2008
Bachelors, Bachelor of Science, Finance Council Rock High School South 2008
Skills:
Microsoft Office
Financial Analysis
Equity Research
Asset Allocation
Financial Services
Securities
Market Analysis
Portfolio Management
Client Relations Skills
Financial Analysis
Equity Research
Asset Allocation
Financial Services
Securities
Market Analysis
Portfolio Management
Client Relations Skills
Interests:
Financial Modeling
Investing
Equity Research
Investing
Equity Research
Certifications:
2018 Level Ii Cfa Candidate
2016 Level Ii Cfa Candidate
2016 Level Ii Cfa Candidate
Daniel Liffman
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