Edward E Romanowsky

321 Main St, Farmington, CT 06032

Financial Services

Financial Industry Regulatory Authority (Finra)
Financial Services Arbitrator
Aurora Compliance Solutions
Founder and Chief Creative Officer
Score Mentors
Mentor
Charles Schwab Jul 2011 - Jul 2013
Vice President
Fidelity Investments Apr 2007 - Jul 2011
Account Executive - Strategic Advisers

Jack Welch Management Institute 2011 - 2013
Master of Business Administration, Masters University of Massachusetts Lowell
Bachelors, Bachelor of Arts

Mutual Funds
Investments
Wealth Management
Portfolio Management
Financial Planning
Financial Services
Strategic Financial Planning
Equities
Securities
Investment Strategies
Fixed Income
Strategy
Finance
Asset Management
Management
Retirement Planning
Financial Advisory
Risk Management
Financial Modeling
Financial Analysis
Options
Asset Allocation
Trading
Financial Markets
Retirement
Leadership
Capital Markets
Strategic Planning
Sales
Compliance
Expert Witness
Marketing
Corporate Website Management
Retirement Plan Reviews
Customer Service
Insurance
Consulting
Business Development
Training
Microsoft Office
Public Speaking
Team Building
Microsoft Excel
Sales Management
Financial Risk
Investment Advisory
Small Business
Marketing Strategy
Project Management
Social Media

Animal Welfare
Environment
Education
Children

Fidelity Investments

Oct 2010 to 2000
Account Executive
Portfolio Advisory Services

Apr 2007 to Oct 2010
SAI Registered Investment Advisor
Southern Georgia
Jacksonville, FL
Apr 2007 to Apr 2007
Investment Center Financial Representative
Consult

Apr 2004 to Nov 2005
Sr. Retirement Consultant
Sr. Financial Representative
Dec 2001 to Apr 2004
Private Client Representative
Jul 2000 to Dec 2001
Equity and Mutual Fund

Jun 1998 to Jul 2000
Equity Trader, Options Trader, Fixed Income Trader
ClosedSystems.Biz

Founder
Exacta Tax, LLC

Founder

University of Massachusetts
1995
Education and Licences