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Title Wealth Management Product Development
Target Location US-NJ-Montclair
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Thorough and very productive. Excellent with a team and individually. I appreciateopportunities to sharpen my skills and apply new information. Montclair, NJ 07042EMAIL AVAILABLEPHONE NUMBER AVAILABLEWealth Management, Process Management, Creative Consulting, Financial Product Development, Sales& Direct Client Communication, Education of Internal and External Clients Authorized to work in the US for any employerWork ExperienceFounder & PresidentCatch Media & Consulting - Montclair, NJOctober 2003 to PresentTalent Development; Production of Instrumentals and Soundscapes, Song Lyrics, Film, Plays, Television Pilots, NovelsDevelopment of Production Incubator, Combining Production House and Financed Venture Incubator ModelsProduct, Service, & Campaign Marketing; Artistic Innovation Fused with Marketing SavvyConceptualization, Production, Writing, Arranging, Management, Performance, PromotionFranchise & Commercial, Educational & Interactive, Grassroots & Non-Profit Assistant Vice-PresidentUBS Wealth Management - New York, NYJanuary 2002 to December 2003 Designed and Sold Customized Investment Solutions and Derivatives to Wealthy Clients with their Advisors' Guidance Designed and Priced Equity- & FX-Linked Notes, Interest Rate & Credit Derivatives Created Presentations and White Papers for Sales Force, Senior Execs, and Clients Designed 10B5-1 Trading Alert System, Built to Accommodate Client Specs  Approved by UBS Risk Management Designed and Maintained Profit/Loss Systems on TFI and Structured Product Deal Flow Created Alternative Investment Marketing and Educational Materials for High Net Worth Individuals Assistant Vice-PresidentUBS Wealth ManagementMay 2001 to January 2002Helped Implement Structured Products Franchise and other UBS Franchises for North American DistributionAssociateUBS Wealth ManagementJuly 1999 to May 2001Worked with Senior Execs in Wealth Management, Asset Management, Advisor Technology, Client MarketingEducationB.A. in EconomicsYale University - New Haven, CTSeptember 1995 to May 1999Skills Leadership Public speaking White Papers Process Management Asset Management Business Analysis Product Development Process Improvement Branding Change Management Risk Management

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