Position:
Financial Advisor - Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Work:
Wells Fargo Advisors, LLC
since Apr 1999
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Financial Advisor - Senior Vice President-Investments
PaineWebber Inc.
Jul 1994 - Apr 1999
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Vice President-Investments
Chemical Investment Services
Dec 1990 - Jun 1994
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Investment Advisor
Education:
University of Pennsylvania - The Wharton School 2006 - 2006
C.I.M.A, Finance
Brandeis University 1975 - 1978
B.A., History
Skills:
Investment Strategies, Wealth Management, Investment Management, High Net Worth Individuals, Wealth, Finance, Alternative Investments, Investment Advisory, ETFs, Mutual Funds, Financial Advisory, Asset Allocation, Series 7, Securities, Wealth Management Services, Bonds, Asset Managment, Asset Management, Portfolio Management, Retirement
Interests:
Photograpy, outdoors, skiing