Retirement Alliance, Inc. - Manchester, NH since Sep 2010
Senior Relationship Manager
Various Yoga Studios Apr 2009 - Sep 2010
Yoga Instructor
ADP Nov 1999 - Jan 2009
Senior Relationship Manager
Scudder Investments 1999 - 2009
Relationship Manager
Investors Bank & Trust Oct 1998 - Nov 1999
Custody Accountant
Education:
Merrimack College 2002 - 2003
Bentley University 1993 - 1997
BS, Economics/Finance
Stoneham High
Skills:
401K Mutual Funds Retirement Planning Retirement Series 63 Investments Financial Services Defined Contribution Series 6 Wealth Management Erisa Finra Series 65 Series 7 Pensions Defined Benefit Retirement Plan Consulting Management Relationship Management Employee Benefits