Position:
Account Manager at Pershing
Work:
Pershing
- Lake Mary, FL since Nov 2010
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Account Manager
Allstate Financial
Dec 2008 - May 2010
-
Personal Financial Representative
Allstate Financial
Jan 2008 - May 2010
-
Personal Financial Representative
Smith Barney
2006 - 2008
-
Financial Advisor
SMITH BARNEY
Sep 2006 - Dec 2008
-
FINANCIAL ADVISOR / FINANCIAL PLANNING SPECIALIST
Primerica
Jan 2005 - Sep 2006
-
Independent Agent
Anthony Degregorio, CFP
May 2004 - Jan 2005
-
Assistant
Pershing LLC is a subsidiary of BNY Mellon
Jan 1998 - May 2004
-
ASSISTANT VICE PRESIDENT/OPTIONS TRADER
Pershing
1995 - 2004
-
Assistant Vice President
BANK OF NEW YORK-PERSHING DIVISION
Apr 1995 - May 2004
-
TAX PREPARER/ASSISTANT TO CERTIFIED FINANCIAL PLANNER
Education:
WILLIAM PATERSON UNIVERSITY 1989 - 1994
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; MANAGEMENT