Position:
Vice President of Sales at CNL, Vice President of Sales at CNL Securities Corp
Location:
Hartford, Connecticut Area
Work:
CNL
since Feb 2004
-
Vice President of Sales
CNL Securities Corp
since 2004
-
Vice President of Sales
Hillcrest Asset Management
Sep 2002 - Feb 2004
-
President
Janney Montgomery Scott
Oct 1998 - Oct 2002
-
Sr. Financial Advisor
Education:
Rollins College - Crummer Graduate School of Business 2004 - 2006
MBA
University of Central Florida 1994 - 1997
Skills:
Alternative Investments, Mutual Funds, Investments, Private Placements, Capital, Real Estate, REIT, Separately Managed Accounts, High Net Worth Individuals, Series 7, Series 63, Asset Management, Securities, Asset Allocation, Wealth Management, Portfolio Management, Series 24, Brokerage, Investment Advisory