Position:
Second Vice President-Wealth Management at Morgan Stanley Smith Barney
Work:
Morgan Stanley Smith Barney
since Jul 1998
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Second Vice President-Wealth Management
Education:
Asbury College
Bachelor of Arts (BA), Education
University of Cincinnati
Master's degree
Skills:
Retirement Planning, Wealth Management, Series 63, Asset Allocation, Strategic Financial Planning, Investments, Mutual Funds, Investment Advisory, Equities, Portfolio Management, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Series 65, Retirement, Securities, Series 7