Scottrade Oct 2013 - Dec 2014
Branch Manager
Merrill Edge Oct 2013 - Dec 2014
Relationship Manager
New York Life Insurance Company Mar 2010 - Jul 2013
Financial Services Professional and Licensed Agent
Bank of America Mar 2008 - Jan 2009
Vice President-Senior Retirement Product Manager
Bank of America Jan 2007 - Feb 2008
Investment Center Unit Manager
Education:
Johnson & Wales University 1989 - 1992
Bachelors, Bachelor of Science, Business Management, Business
Skills:
Investments Insurance Retirement Planning Iras Retirement Strategic Financial Planning Securities Fixed Annuities Mutual Funds Wealth Management Series 63 Financial Services Long Term Care Financial Planning Series 7 Portfolio Management Finance Variable Annuities Investment Management Sales Finra Small Business Strategy Life Insurance Annuities Ira's Long Term Care Management