Position:
New England Planning Consultant at Merrill Lynch Wealth Management
Work:
Merrill Lynch Wealth Management
since Apr 2012
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New England Planning Consultant
Merrill Lynch Wealth Management
Oct 2009 - Apr 2012
-
Vice President, Manager, Planning Solutions Desk
Bank of America
Apr 2005 - Oct 2009
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Vice President, Financial Planning Advice & Delivery
Bank of America
Jan 2003 - Apr 2005
-
Private Bank
Wachovia Securities, LLC
Apr 2000 - Jan 2002
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Northeast Regional Liaison
Palmer & Dodge LLP
Apr 1998 - Apr 2000
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Senior Trust Officer
Education:
Union College
BA, English