Work:
Healey & Associates
Investment Manager - Retirement Planning Division, Producing Third Party Administrator
Securities America Stafford Advisors - Falmouth, ME
Investment Associate
Banknorth Investment Group - Portland, ME
Financial Advisor Chartered Retirement Planning Counselor
Foreside Advisory Network - Canton, CT
Regional Marketing Director - External Wholesaler
Bank of America - Boston, MA
Consulting Services Group - Investment Specialist / Institutional Consultant
Intermittent
Vice President Marketing Family Owned Business
Bank of America
#1 top producing consultant in CSG / IPG
Putnam Investments Andover - Boston, MA
Product Specialist, internal and external communications, internal product
Education:
College of Financial Planning
MA
UNIVERSITY OF MAINE - Farmington, ME
B.G.S in Business, Finance & Recreation
Skills:
Series 6,7, 63 & 65 Life, Health and Varible Contract insurance licenses with Chartered Retirement Planning Counselor (CRPC) designation