Title
Asset Management
Organization
NestEgg Wealth
Organization Web Site
www.nesteggwealth.com
Institution Type
Corporations
Industry Type
Banking/Financial Services
Languages I speak
English
Would you like all contact to be directed to your PR Representative?
No
Please list your areas of Expertise
Personal investing, financial services.
Summarize your expertise in greater detail
My background is in asset management and investment banking at Barclays/Lehman Brothers and Deutsche Bank. My expertise includes all aspects of personal investing such as investment selection, risk analysis and asset allocation.
I can also speak knowledgeably about the inner workings of Wall Street banks and how they relate to wealthy clients and how regulation relates to them. I also understand mutual funds, ETFs, stock, bond, commodity and currency markets from the point of view of the investor.
As founder of online wealth management startup NestEgg Wealth I can speak on the challenges of the online marketplace, getting funded, marketing your company and how to make a big impression with a small business.
Educational Background
B.A. Amherst College
JD/MBA Columbia University
Office Address 1
349 5th Avenue
City
New York
Zip/Postal Code
10016
Country
US
State
NY
Office Phone
(212) 810-7952
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