Location:
64 Searle St, Georgetown, MA 01833
Industry:
Financial Services
Work:
Great West Investments
Consultant Relations Director
Usaa 2017 - 2018
Consultant Relations Director
Bny Mellon 2013 - 2016
Vice President - Consultant Relations, Senior Investment Specialist
Massmutual Financial Group 2005 - 2013
Senior Investment Consultant
Capital Advisors Group 2003 - 2005
Director, Portfolio Manager
Education:
Suffolk University
Master of Business Administration, Masters, Finance
Boston College
Bachelors, Bachelor of Arts, International Studies, Communications
Skills:
Investments
Financial Services
Mutual Funds
Retirement
Series 63
Due Diligence
Defined Benefit
Asset Management
Wealth Management
Asset Allocation
401K
Investment Strategies
Defined Contribution
401 Retirement Savings Plans
Alternative Investments
Series 6
Securities
Retirement Planning
Asset Managment
Hold Series 7
Consulting
Key Account Relationship Building
Institutional Investments
Institutional Sales
Boutique
Certifications:
Series 3, 6, 7, 63
