Position:
Senior Relationship Manager at Lexington Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Lexington Wealth Management - Lexington, MA since Jan 2012
Senior Relationship Manager
Wells Fargo Family Wealth Jun 2010 - Nov 2011
Associate Director, Client Management
Calibre Advisory Services, Inc. Jan 2005 - Jun 2010
Director, Financial and Estate Planning
Tanager Financial Services Inc. Jul 2001 - Dec 2004
Senior Planner
Education:
Bentley College - Elkin B. McCallum Graduate School of Business 2000 - 2002
Master of Science, Personal Financial Planning
University of Massachusetts Boston
Bachelor of Science, Human Performance & Fitness
