Featured Member: sharon joseph on HBCU CONNECT!

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sharon joseph
Location: New York, NY United States
Joined: Oct 18th, 2012

About (request update)

Education (request update)

Tufts University class of 1992

Undergrad Major: Political Science

Experience

I currently work with Merrill Lynch as
I have years of experience working in the Financial Services industry.

Wealth Management Advisor | Merrill Lynch
From January 2009 to January 2012 • 3 year(s)
Worked with $1B investment team to market to clients, executed trades to implement investment strategies and researched investment strategies for high net worth clients.

Co-founder/CEO | Harlem Lanes
From January 2002 to January 2012 • 10 year(s)
Developed business plan and raised equity to construct entertainment complex, grew start-up into thriving operation with $2M-$3M annual revenues and managed P&L with 50 employees.

Director | American Express
From January 2000 to January 2002 • 2 year(s)
Led cross functional team developing market growth strategies for financial service sales force, analyzed $20M in new business opportunities and identified $10M in cost savings.

Associate | Donaldson, Lufkin & Jenrette
From January 1999 to January 2000 • 1 year(s)
Provided investment advice to clients and managed $30M in assets, marketed investment products to high-net worth individuals and institutions.

Associate | Booz Allen & Hamilton, Inc
From January 1997 to January 1999 • 2 year(s)
Provided management consulting advisory service to executives in financial service industry, developed $50M in revenue and cost cutting opportunities for Private Banking business.

Summer Equity Associate | Goldman Sachs
From June 1996 to August 1996 • 0 year(s)
Provided research to high-net worth individuals, institutions, pension funds, and family offices. Created prospect lists and pitch books.

Assistant Treasurer | Bankers Trust Company
From January 1992 to January 1995 • 3 year(s)
Global Asset Management Training Program, rotated in private banking, equity sales, cash management, and audit divisions.

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