Location:
10 Carriage Dr, Middletown, NJ 07748
Industry:
Financial Services
Work:
Allstate Financial
Financial Specialist
M&T Bank Apr 2013 - Mar 2014
Financial Advisor
Santander Bank, N.a. Apr 2009 - Jan 2013
Financial Consultant
Jpmorgan Chase & Co. Aug 2004 - Mar 2009
Financial Advisor
Education:
Rutgers University 1990 - 1994
Bachelors, Bachelor of Business Administration
Skills:
Banking
Portfolio Management
Investments
Equities
Fixed Income
Investment Banking
Financial Modeling
Wealth Management
Financial Planners
Fixed Annuities
401K Rollovers
Mutual Funds
High Net Worth Individuals
Finance
Estate Planning
Securities
Financial Services
Certifications:
Series 7, Series 63, Long Term Care, Nj/Ny Life and Health