Resumes
Resumes
Lucas Mainiero
View pageLocation:
New Haven, Connecticut
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney - New Haven, CT Mar 2011 - Jun 2012
Financial Advisor
Saybrook Wealth Group, Inc. Jul 2009 - Mar 2011
Client Service & Marketing Manager
Northwestern Mutual Jun 2008 - Mar 2009
Financial Representative
Financial Advisor
Saybrook Wealth Group, Inc. Jul 2009 - Mar 2011
Client Service & Marketing Manager
Northwestern Mutual Jun 2008 - Mar 2009
Financial Representative
Education:
James Madison University 2003 - 2007
B.B.A., Finance
B.B.A., Finance
Lucas Mainiero
View pageLocation:
60 Strawberry Hill Rd, Madison, CT 06443
Industry:
Investment Management
Work:
Morgan Stanley Smith Barney - New Haven, CT Mar 2011 - Jun 2012
Financial Advisor
Saybrook Wealth Group, Inc. Jul 2009 - Mar 2011
Client Service & Marketing Manager
Northwestern Mutual Jun 2008 - Mar 2009
Financial Representative
Financial Advisor
Saybrook Wealth Group, Inc. Jul 2009 - Mar 2011
Client Service & Marketing Manager
Northwestern Mutual Jun 2008 - Mar 2009
Financial Representative
Education:
James Madison University 2003 - 2007
B.B.A., Finance
B.B.A., Finance
Skills:
Retirement Planning
Equities
Investments
Mutual Funds
Asset Allocation
Wealth Management
Fixed Income
Series 7
Strategic Financial Planning
Financial Analysis
Portfolio Management
Customer Service
Asset Management
Alternative Investments
Finance
Financial Planning
Equities
Investments
Mutual Funds
Asset Allocation
Wealth Management
Fixed Income
Series 7
Strategic Financial Planning
Financial Analysis
Portfolio Management
Customer Service
Asset Management
Alternative Investments
Finance
Financial Planning