Position:
SVP Investments Wealth Management at Financial Services Firm
Location:
Tampa/St. Petersburg, Florida Area
Work:
Financial Services Firm
since Jan 2010
-
SVP Investments Wealth Management
Oppenheimer & Co.
Jun 2004 - Feb 2009
-
Senior Vice President of Investments
Prudential Financial
- Tampa/St. Petersburg, Florida Area Jun 1999 - Dec 2002
-
Senior Vice President Investments
Merrill Lynch
- Tampa/St. Petersburg, Florida Area Oct 1991 - Jun 1999
-
Vice President Investments
Morgan Stanley Smith Barney
- Tampa/St. Petersburg, Florida Area Jul 1986 - Oct 1991
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First Vice President of Investments
Skills:
Retirement Planning, Financial Planners, Corporations, Cash Management, Wealth Management, Investments, Series 7, Investment Management