Resumes
Resumes
Investment Management Consultant
View pageLocation:
14 Church St, Hopkinton, MA 01748
Industry:
Investment Management
Work:
Raymond James Financial Services Inc. Member FINRA/SIPC - Hopkinton, MA since Feb 2003
Investment Management Consultant
Morgan Stanley Jun 1998 - Nov 2002
Financial Advisor
Fidelity Investments 1997 - 1998
Customer Service Representitive
Investment Management Consultant
Morgan Stanley Jun 1998 - Nov 2002
Financial Advisor
Fidelity Investments 1997 - 1998
Customer Service Representitive
Education:
Saint Lawrence University 1993 - 1997
BA, Economics, Biology St. Sebastian's 1989 - 1993
HS
BA, Economics, Biology St. Sebastian's 1989 - 1993
HS
Skills:
Financial Planning
Asset Management
Retirement Planning
Series 7
Investments
Investment Advisory
Asset Allocation
Retirement
Wealth Management
Asset Managment
Strategic Financial Planning
Securities
Investment Management
Portfolio Management
Investment Strategies
Mutual Funds
Financial Advisory
401 Retirement Savings Plans
Financial Services
Financial Risk
Strategic Planning
Asset Management
Retirement Planning
Series 7
Investments
Investment Advisory
Asset Allocation
Retirement
Wealth Management
Asset Managment
Strategic Financial Planning
Securities
Investment Management
Portfolio Management
Investment Strategies
Mutual Funds
Financial Advisory
401 Retirement Savings Plans
Financial Services
Financial Risk
Strategic Planning
Interests:
Skiing
Personal Investment Management
Scuba Diving
Behavioral Finance
Fishing
Personal Investment Management
Scuba Diving
Behavioral Finance
Fishing
Languages:
English