Resumes
Resumes
President
View pageLocation:
24 Mitchell Pond Rd, Windham, NH 03087
Industry:
Financial Services
Work:
Natixis Global Associates since Oct 2007
Investment Consultant
UBS Financial Services Aug 2004 - Oct 2007
Operations Manager
Investment Consultant
UBS Financial Services Aug 2004 - Oct 2007
Operations Manager
Education:
Bryant University 2001
Skills:
Investments
Mutual Funds
Alternative Investments
Asset Allocation
Asset Management
Wealth Management
Series 66
Series 7
Finra
Equities
Fixed Income Strategies
Practice Management
Financial Services
Portfolio Management
Fixed Income
Securities
1031 Exchanges
Finra Series 79
Mutual Funds
Alternative Investments
Asset Allocation
Asset Management
Wealth Management
Series 66
Series 7
Finra
Equities
Fixed Income Strategies
Practice Management
Financial Services
Portfolio Management
Fixed Income
Securities
1031 Exchanges
Finra Series 79
Interests:
Family
Hockey
Travel
Hockey
Travel
Certifications:
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law
Series 79 - Investment Banking Registered Representative
Series 66 - Uniform Combined State Law
Series 79 - Investment Banking Registered Representative