Position:
Investment Consultant at Commonwealth Financial Network
Work:
Commonwealth Financial Network
- Waltham, MA since Jan 2012
-
Investment Consultant
Capital Analysts of New England
Dec 2009 - Jan 2012
-
Investment Specialist
Fidelity
Jul 1998 - Jul 2008
-
Equity Trader
Standish, Ayer, & Wood, Inc.
May 1993 - Jul 1998
-
Portfolio Accountant/LP Administrator
Education:
Boston University 2008 - 2008
CFP Education Certificate, Financial Planning
Suffolk University - Sawyer School of Management 1994 - 1997
MBA, Business
University of Vermont 1988 - 1992
B.S. Business Administration, Marketing/Management
St. John's Prep High School 1984 - 1988
Skills:
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24