Merrill Lynch - Short Hills, New Jersey since 2010
Financial Advisor
Merrill Lynch - New York, New York 2007 - 2010
Managing Director, Global Head of Structured Note Origination
Merrill Lynch - New York, New York 1998 - 2007
Director, Merrill Lynch Debt Capital Markets Origination
Astrogamma - New York, New York 1995 - 1996
Senior Sales Associate
NatWest Bank - New York, New York 1992 - 1995
Associate, Commercial and Investment Banking
Education:
University of Virginia - Darden Graduate School of Business Administration 1996 - 1998
Master of Business Administration (M.B.A.), Finance
Michigan State University 1988 - 1992
Bachelor of Arts (B.A.), Political Economics
Skills:
Investment Strategies Wealth Management Bonds Private Equity High Net Worth Individuals Investment Advisory Series 7 Retirement Planning Loans Cash Management Investment Banking Asset Allocation Saving For Education 529 Plans 401K Rollovers Strategic Financial Planning Health Insurance Mutual Funds Inheritance Tax Planning Estate Tax Planning Stock Compensation Deferred Compensation Trusts Equity Capital Markets Diversification Wealth Preservation Planning Series 63 Series 65 Series 24
Interests:
Travel Running Skiing Gardening
Youtube
Home - Liam Caveney and Amy Spurr-Caveney
Home (2020) Composed by Liam Caveney Violin - Amy Spurr-Caveney Piano ...
Duration:
2m 46s
Me and Amy spurr
Me and Amy Spurr act silly in this video! Visit my channel Abismith200...
Duration:
3m 59s
BULLET JOURNAL - How To Organize Your Music P...
I decided to make a video that combines both music and my fun "new" ho...
Duration:
5m 2s
Londonderry Air - Danny Boy | Amy Spurr-Cav...
Liam and I wanted to share a short and sweet recording of the timeless...
Duration:
1m 24s
20 MIN FOLLOW ALONG WORKOUT FOR RUNNERS | No ...
Today's video is a 20 min follow along workout for runners. Join me as...
Duration:
21m 58s
Dvorak Sonatina, Op. 100, 2. Larghetto for Vi...
Dvorak Sonatina, Op. 100, 2. Larghetto for Violin & Piano Violin - Amy...