Resumes
Resumes

Managing Director
View pageLocation:
282 Cedar St, Cohasset, MA 02025
Industry:
Financial Services
Work:
Merrill Lynch Latin America Wealth Management since May 2010
Director, CFO
Bank of America Apr 2009 - Sep 2010
SVP, Business Finance Officer Philanthropic Management
Bank of America Oct 2006 - Apr 2009
SVP, Global Wealth and Investment Management Compensation and Analytics Executive
Bank of America Investments Aug 2004 - Oct 2006
VP, Sales Incentives Manager
Quick & Reilly, Inc. Nov 2000 - Aug 2004
Sales Incentives Manager, AVP
Director, CFO
Bank of America Apr 2009 - Sep 2010
SVP, Business Finance Officer Philanthropic Management
Bank of America Oct 2006 - Apr 2009
SVP, Global Wealth and Investment Management Compensation and Analytics Executive
Bank of America Investments Aug 2004 - Oct 2006
VP, Sales Incentives Manager
Quick & Reilly, Inc. Nov 2000 - Aug 2004
Sales Incentives Manager, AVP
Education:
Boston College 1992 - 1996
BA, Economics; Elementary Ed MHS
BA, Economics; Elementary Ed MHS
Skills:
Wealth Management
Portfolio Management
Series 7
Securities
Series 63
Financial Services
Finance
Mutual Funds
Investments
Risk Management
Fixed Income
Retirement Planning
Banking
Equities
Alternative Investments
Asset Management
Finra
Investment Strategies
Financial Planning
Asset Allocation
Options
Series 24
Incentive Programs
Investment Advisory
Capital Markets
Derivatives
Hedge Funds
Sales Management
Financial Risk
Trading
Bloomberg
Etfs
Investment Banking
Asset Managment
Trading Systems
Relationship Management
Bonds
Financial Advisory
Financial Markets
Strategic Financial Planning
Equity Trading
Investment Management
Portfolio Management
Series 7
Securities
Series 63
Financial Services
Finance
Mutual Funds
Investments
Risk Management
Fixed Income
Retirement Planning
Banking
Equities
Alternative Investments
Asset Management
Finra
Investment Strategies
Financial Planning
Asset Allocation
Options
Series 24
Incentive Programs
Investment Advisory
Capital Markets
Derivatives
Hedge Funds
Sales Management
Financial Risk
Trading
Bloomberg
Etfs
Investment Banking
Asset Managment
Trading Systems
Relationship Management
Bonds
Financial Advisory
Financial Markets
Strategic Financial Planning
Equity Trading
Investment Management