Position:
Vice President at Merrill Lynch
Location:
Greater New York City Area
Work:
Merrill Lynch
since Jan 2001
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Vice President
Merrill Lynch
May 2009 - Jul 2010
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Assistant Vice President
UBS Wealth Management
Aug 2008 - May 2009
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Associate Director
Merrill Lynch
Nov 2006 - May 2008
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Senior Specialist
Merrill Lynch
Jan 2006 - Nov 2006
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Specialist
Merrill Lynch
Jan 2005 - Jan 2006
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College Planning Specialist
Merrill Lynch
Mar 2002 - Jan 2005
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Retirement Specialist
Merrill Lynch
Jan 2001 - Mar 2002
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Rollover Specialist
Education:
William Paterson University of New Jersey 1995 - 2000
BA, Communications
Skills:
Wealth Management, Financial Advisory, Financial Services, Banking, FINRA, Strategic Planning, Series 7, Retirement, 401k, Wealth Management Services, Asset Allocation, Series 63, Loans, Credit