Position:
Merrill Edge at Merrill Lynch
Work:
Merrill Lynch
-
Merrill Edge
Education:
Babson College
BS, Marketing & International Business
Skills:
Wealth Management, Series 7, Financial Services, Mutual Funds, Banking, Equities, Financial Analysis, Investments, Asset Management, Retirement Planning, Strategic Financial Planning, Securities, Asset Allocation, Financial Modeling, Business Analysis, Series 63, FINRA