Position:
Co-Founder and Managing Partner at AdvisorAdit
Work:
AdvisorAdit
- Stoneham, MA since Jun 2011
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Co-Founder and Managing Partner
RIA Consulting Services
Sep 2010 - Dec 2011
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President/Owner
Fidelity Investments
2000 - Dec 2010
-
Vice President and Sr. Relationship Manager, Fidelity Institutional Wealth Services
MMG Consulting, Wellesley, MA
Oct 1999 - Dec 2000
-
President
BancBoston Robertson Stephens
Jan 1995 - Oct 1999
-
Chief Operating Officer and Managing Director, US Capital Markets
BankBoston
Jan 1990 - Jan 1995
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Sr. Risk Management Officer
Marine Midland Banks
Jan 1983 - Jan 1990
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VP, Various Positions (Audit, Capital Markets, Finance)
Touche Ross
Sep 1981 - Jan 1983
-
Senior Auditor
Education:
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
Skills:
Sales, Sales Management, Developing Client Relationships, Client Relationship Building, Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments
Honor & Awards:
Fidelity Institutional Wealth Services Presidents Club 2005 - 2009
Certifications:
Series 7, 63, 9, 10 and 24., FINRA