Position:
Wealth Management Advisor, Senior Vice President Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation
Work:
Merrill Lynch Wealth Management, Bank of America Corporation
since Jan 1978
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Wealth Management Advisor, Senior Vice President Wealth Management
Education:
Duquesne University 1971 - 1975
Bachelor's Degree
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Investment Management Analyst, Investment Management Consultants Association
Chartered Retirement Planning Counselor, College For Financial Planning
Certified Private Wealth Advisor, Investment Management Consultants Association
Certified Special Needs Advisor, Merrill Lynch Internal
Certified Financial Manager, Merrill Lynch Internal
Personal Investment Advisor, Merrill Lynch Internal
Chartered Private Wealth Advisor, Investment Management Consultants Association