Work:
ProVision Financial Systems
Principal, Senior Consultant and Relationship Manager
Assurance Mortgage Corp - Burlington, MA
Loan Originator
Mills and Morrissey CPAs - Burlington, MA
Tax Manager
Laventhol and Horwath CPAs - Boston, MA
Audit Supervisor
Neal J. Harte and Associates CPAs - Wakefield, MA
Accountant
CFP Board - Washington, DC
Certified Financial Planner Candidate
Education:
Boston University - Boston, MA
Certificate in Financial Planning
Bentley University - Waltham, MA
Bachelor of Science in Accounting