Resumes
Resumes

Investment Advisor And Wealth Manager
View pageLocation:
Swampscott, MA
Industry:
Investment Management
Work:
Winslow, Evans & Crocker Aug 2008 - May 2017
Registered Investment Advisor
Capital Management Partners, Llc Aug 2008 - May 2017
Investment Advisor and Wealth Manager
A.g. Edwards & Sons, Inc. May 1990 - Jan 2007
Financial Advisor, Corporate Vice President, Branch Manager
Registered Investment Advisor
Capital Management Partners, Llc Aug 2008 - May 2017
Investment Advisor and Wealth Manager
A.g. Edwards & Sons, Inc. May 1990 - Jan 2007
Financial Advisor, Corporate Vice President, Branch Manager
Education:
Brown University 1977 - 1981
Bachelors, Bachelor of Arts, Management The Taft School 1976 - 1977
Bachelors, Bachelor of Arts, Management The Taft School 1976 - 1977
Certifications:
Accredited Asset Management Specialist
College For Financial Planning Denver, Colorado
College For Financial Planning Denver, Colorado