Cohen & Steers
Senior Vice President - Senior Ria Consultant - East Region
U.s. Trust Feb 1, 2004 - Jul 1, 2005
Regional Sales
Morgan Stanley Jan 1, 2000 - Jan 1, 2004
Internal Wholesaler
Jan 1, 2000 - Jan 1, 2004
Vice President - Senior Ria Consultant
Education:
University of Pittsburgh 1995 - 1999
Bachelors, Bachelor of Arts, International Business
Temple University Rome 1998 - 1998
Skills:
Asset Allocation Mutual Funds Alternative Investments Wealth Management Securities Series 7 Investments Portfolio Management Investment Strategies Separately Managed Accounts Series 63 Investment Management Hedge Funds Uniform Combined State Law Etfs