Position:
Private Wealth Specialist at Family Office Group, LLC
Location:
Greater New York City Area
Work:
Family Office Group, LLC
since Oct 2008
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Private Wealth Specialist
Wachovia Securities
Jul 2005 - Oct 2008
-
CFP® Vice President-Investments
Ladenburg Thalmann
Apr 2001 - Jul 2005
-
SR Vice President - Fiancial Consultant
Morgan Stanley
Mar 2000 - Apr 2001
-
Financial Advisor
Education:
State University of New York College at Oneonta 1996 - 1999
Interests:
Connecting with people who need help with:
planning for their retirement,kids college education, setting up their estate, covering their insurance needs. On a personal side I enjoy spending time with friends and family, exercise by running, cycling, lifting weights, playing golf