Position:
Managing Director, Family Wealth Director, Senior Portfolio Manager, The Zimmerman/Trethewey Group at Morgan Stanley Smith Barney
Work:
Morgan Stanley Smith Barney
since 2008
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Managing Director, Family Wealth Director, Senior Portfolio Manager, The Zimmerman/Trethewey Group
Merrill Lynch
1989 - 2008
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Senior Vice President, Financial Advisor
Education:
Trinity College 1984 - 1988
Skills:
Portfolio Management, Series 7, Wealth Management