Resumes
Resumes

Vice President
View pageLocation:
50 Fountain Plz, Buffalo, NY 14202
Industry:
Financial Services
Work:
Merrill Lynch
Vice President
Vice President
Education:
Clarkson University 1989 - 1993
Bachelors
Bachelors
Skills:
Organization and Financial Restructuring
Strategic Financial Strategies
Corporate Executive Advising
Estate and Wealth Structuring
Estate and Wealth Planning Services
Wealth Management and Investment Planning
Generational Wealth Transfer
High Net Worth Wealth Planning
Managing New Wealth
Multigenerational Wealth Planning
Multi Generational Family Wealth Advising
Multi Generational Wealth Trasfer
Customized Wealth Strategies
Estate Planning Strategies and Wealth Transfer
Retirement Income Structuring
Portfolio Design and Construction
Wealth Structuring
Investment Analysis
Investment Income Strategies
High Net Worth Portfolio Management
High Net Worth Individuals
Executive Compensation Management
Business Owner Planning
Business Exit Planning
Multi Generational Planning
Needs Based Analysis
Wealth Strategy For Families Who Own A Business
Working With Business Owners
Family Estate Financial Guidance
Financial Analysis
Financial Consulting
Financial Management Strategies
Net Worth Analysis and Wealth Allocation
Private Family Wealth Management
Total Wealth Management Strategies
Strategic Wealth Planning
Wealth Accumulation
Risk Analysis
Future Cash Flow Analysis
Business Analysis
Investment Strategies
Portfolio Management and Investment Stratgies
Customized Investment Strategies
Goals Based Investment Strategies
Business Succession Planning
Employee Benefit and Business Strategies
Retirement Plan Analysis For Business Owners
Generational Wealth Planning
Goals Based Wealth Management
Strategic Financial Strategies
Corporate Executive Advising
Estate and Wealth Structuring
Estate and Wealth Planning Services
Wealth Management and Investment Planning
Generational Wealth Transfer
High Net Worth Wealth Planning
Managing New Wealth
Multigenerational Wealth Planning
Multi Generational Family Wealth Advising
Multi Generational Wealth Trasfer
Customized Wealth Strategies
Estate Planning Strategies and Wealth Transfer
Retirement Income Structuring
Portfolio Design and Construction
Wealth Structuring
Investment Analysis
Investment Income Strategies
High Net Worth Portfolio Management
High Net Worth Individuals
Executive Compensation Management
Business Owner Planning
Business Exit Planning
Multi Generational Planning
Needs Based Analysis
Wealth Strategy For Families Who Own A Business
Working With Business Owners
Family Estate Financial Guidance
Financial Analysis
Financial Consulting
Financial Management Strategies
Net Worth Analysis and Wealth Allocation
Private Family Wealth Management
Total Wealth Management Strategies
Strategic Wealth Planning
Wealth Accumulation
Risk Analysis
Future Cash Flow Analysis
Business Analysis
Investment Strategies
Portfolio Management and Investment Stratgies
Customized Investment Strategies
Goals Based Investment Strategies
Business Succession Planning
Employee Benefit and Business Strategies
Retirement Plan Analysis For Business Owners
Generational Wealth Planning
Goals Based Wealth Management
Languages:
English
Certifications:
Personal Investment Advisor
Certified Financial Planner
Certified Financial Planner

Vice President Wealth Management Advisor
View pageLocation:
Buffalo, NY
Industry:
Financial Services
Work:
Merrill Lynch
Vice President Wealth Management Advisor
Vice President Wealth Management Advisor

Vp At Merrill Lynch
View pagePosition:
VP at Merrill Lynch
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work:
Merrill Lynch
VP
VP
Education:
Clarkson University 1989 - 1993