Position:
Senior Partner at Multi Financial Securities Corp
Location:
Greater New York City Area
Work:
Multi Financial Securities Corp
since Mar 2012
-
Senior Partner
Chase Investment Services Corp
- New York Sep 2009 - Dec 2011
-
Vice President / Investments
GunnAllen Financial
May 2005 - Aug 2009
-
Partner
Education:
Suffolk County Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Skills:
Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial Planning, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management, Series 63, Asset Managment, Retirement, Equities, Alternative Investments