Skills:
Securities, Asset Managment, Investments, Financial Services, Equities, Risk Management, Financial Analysis, Bloomberg, Wealth Management, Tax, Due Diligence, Valuation, Banking, Accounting, Fixed Income, Strategic Financial Planning, Corporate Actions, Asset Management
Awards:
2004 Outstanding Leadership Award
State Street
Certifications:
IRS Agent under Special Enrollment, IRS
Notary Public, Commonwealth of Massachusetts
Realtor, Commonwealth of Massachusetts