Ilir Trimi

Senior Associate - Compliance @New York Life

New York, NY, US

EMAILS

[email protected]

MOBILE NUMBERS

+16•••••••39

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WORK HISTORY

Jun 2024 — Present

Senior Associate - Compliance @New York Life

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Manhattan, NY, US

EDUCATION

2003 — 2007

Manhattan College

Bachelor of Science (BS)

2015 — 2016

Villanova University

Master Certificate

SKILLS

Asset AllocationMutual FundsFinancial ModelingPortfolio ManagementWealth ManagementSeries 63Alternative InvestmentsSecuritiesBloombergSeries 24ValuationRetirement PlanningRetirementStrategic Financial PlanningSeries 7C.p.b.p.m.Financial AnalysisSalesInvestments

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ABOUT ILIR TRIMI

Self-motivated individual with over 15 years experience in the business environment…

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