Story
My career began with bouts of rejection. Post Global Financial Crisis, I printed out my one-page CV and started knocking on the doors of investment firms in Manhattan. Looking for a chance to learn and prove myself, an HR manager at one of the big shops told me “my timing was simply unfortunate”.
I was discouraged, but that didn’t matter, I kept going. After knocking on more doors with no luck, I moved to Atlanta. Shortly after, I began my career at Merrill Lynch. The rest is history.
I’m still not done, 15 years later its become more interesting than ever, and I’m still eager to learn as much as I can while serving clients to the best of my ability. It’s now more fulfilling and exciting than ever!
The next step? Well, that’s something we’ll have to work on together…
Work Experience
University of Bucharest
Lecturer | Global Financial Markets
Shadowbrook Private Wealth
Founder | Portfolio Manager
Morgan Stanley
Alternative Investments Director | Portfolio Manager
J.P. Morgan
Vice President - Investments PCA
Merrill Lynch
Wealth Management Advisor
Education
Yale University
Master of Business Administration - Asset Management
Yale School of Management
CIMA®- Investment Management Theory & Practice
Emory University
CFP® - Financial Planning & Services
City University of New York Queens College
English Language and Literature
MISCELLANEOUS
University of Bucharest
Honorary Advisor
Language
English
Native
Romanian
Native