Position:
Investment Advisor at Wealth Management Firm
Location:
Providence, Rhode Island Area
Work:
Wealth Management Firm
since Apr 2011
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Investment Advisor
New York Life Retirement Plan Services
Jun 1999 - Apr 2011
-
VP, Executive Relationship Manager
Education:
Babson College - Franklin W. Olin Graduate School of Business 1998 - 2004
Masters
Boston College - Wallace E. Carroll Graduate School of Management 1986 - 1990
Bachelor of Science, Finance
Skills:
401k, Mutual Funds, Customer Service, Retirement Planning, Series 7, Series 63, Retirement