Work:
Bank of America
Senior Vice President, Mass Affluent Strategic Marketing Executive
Fidelity Investments - Providence, RI
Senior Vice President, High Net Worth/Mass Affluent Segments
Citizens Bank - Boston, MA
Marketing Director, New England Region
SunTrust Bank - Orlando, FL
Director of Marketing
Bank of Boston - Boston, MA
Senior Marketing Manager, Retail Product Development
Bank of Boston - Boston, MA
Branch Manager/Assistant Vice President
Shawmut Corporation - Worcester, MA
Branch Manager
Education:
Boston College - Chestnut Hill, MA
MBA
College of the Holy Cross - Worcester, MA
BA
Skills:
Chartered Financial Analyst (CFA), FINRA series 7, 63, 24 licenses