Resumes
Resumes

Founder And Financial Planner
View pageLocation:
1 Ash St, Hopkinton, MA 01748
Industry:
Investment Management
Work:
Atlas Wealth Strategies
Founder and Financial Planner
Lincoln Financial Advisors Nov 2003 - Dec 2007
Financial Planner
Veravest Investments Apr 2002 - Nov 2003
Financial Planner
Founder and Financial Planner
Lincoln Financial Advisors Nov 2003 - Dec 2007
Financial Planner
Veravest Investments Apr 2002 - Nov 2003
Financial Planner
Education:
University of Denver 1992 - 1993
Master of Science, Masters, Media Studies, Communication The College of Wooster 1988 - 1992
Bachelors, Bachelor of Arts, English, Communications Suffield Academy 1985 - 1988
Master of Science, Masters, Media Studies, Communication The College of Wooster 1988 - 1992
Bachelors, Bachelor of Arts, English, Communications Suffield Academy 1985 - 1988
Skills:
Strategic Financial Planning
Series 7
Financial Planners
Asset Allocation
Wealth Management Services
Wealth Management
Alternative Investments
Disability Insurance
Mutual Funds
Insurance
Leadership
Finance
Life Insurance
Securities
Wealth Strategies
Asset Managment
Separately Managed Accounts
Portfolio Management
Investments
Management
Investment Advisory Services
Series 7 Through Lpl Financial
Series 66 Through Lpl Financial
Insurance Review
Long Term Care Insurance
Equities
Fixed Income
Financial Modeling
Hollistic Financial Planning
Fee Based Financial Planning
Income Distribution
Asset Protection
Municipal Bonds
College Savings Plans
Hollistic Advice
Modern Portfolio Theory
Passive Investing
Financial Quarterback
Wealth Accumulation Strategies
Wealth Preservation Planning
Multi Generational Wealth Transfer
Financial Coaching
Financial Advocacy
Income Protection
Income For Life
Exceptional Listener
Portfolio Review
Retirement Planning
Wealth
Investment Advisory
Series 7
Financial Planners
Asset Allocation
Wealth Management Services
Wealth Management
Alternative Investments
Disability Insurance
Mutual Funds
Insurance
Leadership
Finance
Life Insurance
Securities
Wealth Strategies
Asset Managment
Separately Managed Accounts
Portfolio Management
Investments
Management
Investment Advisory Services
Series 7 Through Lpl Financial
Series 66 Through Lpl Financial
Insurance Review
Long Term Care Insurance
Equities
Fixed Income
Financial Modeling
Hollistic Financial Planning
Fee Based Financial Planning
Income Distribution
Asset Protection
Municipal Bonds
College Savings Plans
Hollistic Advice
Modern Portfolio Theory
Passive Investing
Financial Quarterback
Wealth Accumulation Strategies
Wealth Preservation Planning
Multi Generational Wealth Transfer
Financial Coaching
Financial Advocacy
Income Protection
Income For Life
Exceptional Listener
Portfolio Review
Retirement Planning
Wealth
Investment Advisory
