Financial Planning Association (Fpa) Jan 2017 - Dec 2017
Chair of Fpa of Ma
Financial Planning Association of Massachusetts Jan 2016 - Dec 2016
Past President
Centinel Financial Group, Llc Jan 2016 - Dec 2016
Financial Planner
Investors Capital Jun 2005 - Nov 2015
Financial Advisor and Owner
Investors Capital 2006 - 2014
Reg Representative
Education:
Clark University
Bachelors, Bachelor of Arts, Economics
College of Financial Planning
Risi Nov 2015 - Sep 2016
Senior Corporate Account Manager
Ians Nov 2015 - Sep 2016
Senior Account Manager
Risi Nov 2014 - Nov 2015
Account Manager
Risi Jun 2011 - Nov 2014
Inside Sales Specialist
Education:
University of Mary Washington
Skills:
New Business Development Account Management B2B Sales Key Account Management Business Development Marketing Strategy Product Development Sales Management Sales Operations Management Microsoft Office Forecasting Business To Business Marketing International Sales Software As A Service Marketing Communications Strategy