Resumes
Resumes
Lpl Financial Advisor
View pageLocation:
14 Ridge Rd, Waterville, ME 04901
Industry:
Financial Services
Work:
Gateway Financial Partners
Lpl Financial Advisor
Kennebec Wealth Management Aug 1, 2009 - Apr 2019
Senior Account Executive
Wells Fargo Oct 2007 - Aug 2009
Vice President Investments
A.g. Edwards & Sons, Inc. Aug 1992 - Oct 2007
Vice President Investments
Maine-Cascade Iron Works Oct 1973 - Feb 1992
President
Lpl Financial Advisor
Kennebec Wealth Management Aug 1, 2009 - Apr 2019
Senior Account Executive
Wells Fargo Oct 2007 - Aug 2009
Vice President Investments
A.g. Edwards & Sons, Inc. Aug 1992 - Oct 2007
Vice President Investments
Maine-Cascade Iron Works Oct 1973 - Feb 1992
President
Education:
The Tuck School of Business at Dartmouth 1976 - 1978
Master of Business Administration, Masters Colby College 1969 - 1973
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government Dartmouth College
Master of Business Administration, Masters Colby College 1969 - 1973
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government Dartmouth College
Skills:
Alternative Investments
Event Planning
Series 63
Research
Nonprofits
Public Speaking
Finance
Community Outreach
Customer Service
Asset Allocation
Strategic Planning
Insurance
Series 7
Securities
Event Planning
Series 63
Research
Nonprofits
Public Speaking
Finance
Community Outreach
Customer Service
Asset Allocation
Strategic Planning
Insurance
Series 7
Securities
Interests:
Education
Arts and Culture
Health
Arts and Culture
Health