Industry:
Financial Services
Work:
Wells Fargo Advisors
Senior Vice President, Rhode Island Cape Cod Market Manager
Elements Consulting Llc Jan 2016 - Jan 2017
Practice Management Director
Wells Fargo Advisors Sep 1999 - Dec 2015
Vice President, Senior Registered Client Associate
American Express Financial Advisors 1998 - 1999
Financial Advisor
Buckingham Browne & Nichols School 1994 - 1997
Teacher
Education:
College For Financial Planning 2005
College For Financial Planning 2001
Pomfret School 1994
College of the Holy Cross
Bachelors, Bachelor of Arts, Spanish
Middlebury College
Masters, Master of Arts, Spanish Language and Literature, Literature, Spanish Language
Northeastern University
Master of Business Administration, Masters, Finance
Skills:
Equities
Alternative Investments
Asset Allocation
Investment Banking
Financial Risk
Finance
Investments
Risk Management
Management
Fixed Income
Financial Analysis
Mutual Funds
Analysis
Bloomberg
Portfolio Management
Retirement
