Resumes
Resumes
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Investment Director Portfolio Solutions Group
View pageLocation:
Boston, MA
Industry:
Financial Services
Work:
Cetera Financial Group
Investment Director Portfolio Solutions Group
Tower Square Investment Management Llc Feb 2015 - Jul 2017
Investment Director
Investors Capital Feb 2011 - Feb 2015
Director of Advisory Services, Portfolio Strategist
Investors Capital Oct 2007 - Feb 2011
Advisory Sales Consultant
Investors Capital Nov 2006 - Sep 2007
Director Advisor and Branch Acquisition
Investment Director Portfolio Solutions Group
Tower Square Investment Management Llc Feb 2015 - Jul 2017
Investment Director
Investors Capital Feb 2011 - Feb 2015
Director of Advisory Services, Portfolio Strategist
Investors Capital Oct 2007 - Feb 2011
Advisory Sales Consultant
Investors Capital Nov 2006 - Sep 2007
Director Advisor and Branch Acquisition
Education:
Saint Michael's College 2002 - 2006
B.S., Majors: Business, Economics Minor: Finance
B.S., Majors: Business, Economics Minor: Finance
Skills:
Mutual Funds
Investments
Financial Advisory
Financial Services
Asset Allocation
Wealth Management
Investment Strategies
Public Speaking
Retirement Planning
Series 7
Portfolio Management
Investment Advisory
401K
Registered Investment Advisor
Product Development
Series 63
Finra
Asset Management
Separate Accounts
Retirement
Finance
Investments
Financial Advisory
Financial Services
Asset Allocation
Wealth Management
Investment Strategies
Public Speaking
Retirement Planning
Series 7
Portfolio Management
Investment Advisory
401K
Registered Investment Advisor
Product Development
Series 63
Finra
Asset Management
Separate Accounts
Retirement
Finance
Interests:
Children
Education
Environment
Disaster and Humanitarian Relief
Health
Education
Environment
Disaster and Humanitarian Relief
Health
Certifications:
Certified Investment Management Analystâ®
Certified Investment Management Analyst®
Certified Investment Management Analyst®