Position:
Vice President of Investment & Advisory Services at Rockville Bank, Financial Advisor at Infinex Financial Group
Location:
Hartford, Connecticut Area
Work:
Rockville Bank
since Oct 2012
-
Vice President of Investment & Advisory Services
Infinex Financial Group
since Oct 2012
-
Financial Advisor
People's Securities, Inc.
Jul 2009 - Sep 2012
-
AVP Financial Advisor
NewAlliance Investments
Feb 2006 - Jul 2009
-
Financial Advisor
Cahill & Associates
Aug 2004 - Feb 2006
-
Financial Advisor
Edward Jones
Oct 2002 - Jul 2004
-
Investment Representative
A.G. Edwards
Oct 2000 - Oct 2002
-
Financial Consultant
Yaffee & Associates
- Upstate NY & Western PA 1989 - 2000
-
External Wholesaler & Manufacturers Representative
Skills:
Customer Relations, Microsoft Office, Excel, Investments, Customer Service, Sales, Sales Management, Project Management, Wealth Management, Financial Services, Banking, Insurance, Securities, Strategic Financial Planning, Series 7, Retirement Planning, Team Building, Retirement, Investment Advisory, Financial Advisory