Position:
Registered Investment Representative/Financial Advisor at CUSO Financial Services, L.P. Member FINRA/SIPC, Registered Investment Representative at CUSO Financial Services, L.P. at Millbury Federal Credit Union
Work:
CUSO Financial Services, L.P. Member FINRA/SIPC
since Jul 2009
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Registered Investment Representative/Financial Advisor
CUSO Financial Services, L.P. at Millbury Federal Credit Union
since Jul 2009
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Registered Investment Representative
TMFS Boston, LLC
2008 - 2009
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Managing Partner/Senior Investment Advisor
Banc of America Investments
2007 - 2008
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AVP/Relationship Manager
RBS/Citizens Investment Services
2005 - 2007
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Financial Consultant
Fidelity Investments
1991 - 2001
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Sales and Management
US Navy
- San Diego, CA May 1984 - Jun 1988
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Lieutenant
Education:
Boston University - School of Management
MBA, Business and Management
College of the Holy Cross
BA, Liberal Arts