Position:
Managing Director at Lexington Wealth Management, Adjunct Professor at Bentley University
Work:
Lexington Wealth Management
- 12 Waltham Street, Lexington MA 02421 since Jan 2012
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Managing Director
Bentley University
since Jan 1998
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Adjunct Professor
Wells Fargo Family Wealth
- Boston, MA Sep 1997 - Dec 2011
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Director Client Management
Coopers & Lybrand
1996 - 1997
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Director Personal Financial Services
Price Waterhouse
Aug 1982 - Jul 1996
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Director Personal Financial Services
Firestone Tire & Rubber Company Foam Products Division
1976 - 1982
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Accountant
Adams Drug, Inc
1975 - 1976
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Junior Accountant
Education:
Bryant University 1977 - 1980
MBA
Providence College 1972 - 1975
B.S., Accounting
Honor & Awards:
Community Health Services, Inc., President's Award for Dedication and Support, 1996.
Connecticut Society of Certified Public Accountants, Committee Member of the Year, 1996.
Who's Who Among Students in American Universities & Colleges, Bryant College, 1980-81.
Delta Mu Delta National Honor Society in Business Administration, Bryant College, 1981.
Certifications:
Certified Public Accountant (CPA), AICPA
Personal Financial Specialist (PFS), AICPA