Resumes
Resumes
President
View pageLocation:
13 Haystack Ln, Cohasset, MA 02025
Industry:
Investment Management
Work:
Sandy Cove Advisors
President
Silver Bridge Nov 2008 - Dec 2009
Managing Director
Lehman Brothers Jan 2006 - Nov 2008
Senior Vice President
Bny Mellon Apr 1989 - Dec 2005
First Vice President
President
Silver Bridge Nov 2008 - Dec 2009
Managing Director
Lehman Brothers Jan 2006 - Nov 2008
Senior Vice President
Bny Mellon Apr 1989 - Dec 2005
First Vice President
Education:
Bentley University 1993 - 1999
Masters, Finance Providence College 1981 - 1985
Bachelors, Bachelor of Science, Accounting
Masters, Finance Providence College 1981 - 1985
Bachelors, Bachelor of Science, Accounting
Skills:
Wealth Management
Family Office Services
Divorce Planning
Investments
Family Business
Wealth
Strategic Financial Planning
Family Office
Estate Tax Planning
Due Diligence
Income Tax
Wealth Management Services
Etfs
High Net Worth Individuals
Alternative Investments
Investment Advisory
Retirement Planning
Insurance
Private Equity
Financial Advisory
Hedge Funds
Series 63
Marketing
Series 7
Mutual Funds
Estate Planning
Financial Analysis
New Business Development
Business Development
Asset Allocation
Investment Management
Private Banking
Financial Services
Investment Strategies
Asset Management
Crm
Strategy
Management
Start Ups
Trusts
Fixed Income
Finra
Securities
Succession Planning
Loans
Mergers and Acquisitions
Bloomberg
Portfolio Management
Finance
Equities
Family Office Services
Divorce Planning
Investments
Family Business
Wealth
Strategic Financial Planning
Family Office
Estate Tax Planning
Due Diligence
Income Tax
Wealth Management Services
Etfs
High Net Worth Individuals
Alternative Investments
Investment Advisory
Retirement Planning
Insurance
Private Equity
Financial Advisory
Hedge Funds
Series 63
Marketing
Series 7
Mutual Funds
Estate Planning
Financial Analysis
New Business Development
Business Development
Asset Allocation
Investment Management
Private Banking
Financial Services
Investment Strategies
Asset Management
Crm
Strategy
Management
Start Ups
Trusts
Fixed Income
Finra
Securities
Succession Planning
Loans
Mergers and Acquisitions
Bloomberg
Portfolio Management
Finance
Equities
Certifications:
Notary Public, Commonwealth of Massachusetts