Position:
Senior Vice President - Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Work:
Morgan Stanley
- Pearl River, NY since May 2012
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Senior Vice President - Financial Advisor
Wells Fargo Advisors, LLC
Mar 2005 - May 2011
-
Senior Vice President - Investment Officer
Smith Barney
Nov 1999 - Mar 2005
-
Vice President - Investments
David Lerner Associates
Dec 1992 - Mar 1999
-
Senior Vice President
Citibank
Sep 1989 - Dec 1992
-
Financial Advisor
Education:
Long Island University 1990 - 1992
MBA
Mercy College 1988 - 1990
B.S., Business Admin.
State University of New York College at Cortland 1985 - 1987
Awards:
2011 5 Star Wealth Manager Awardee
Hudson Valley Magazine
Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the FIVE STAR selection process. 2011 Survey conducted by Crescendo, an independent third-party research firm, who surveyed 50,000 magazine consumers, and 2,400 Financial Servises Professionals to evaluate 4,700 candidates in the Hudson Valley area. Scoring based on nine criteria, including customer service, integrity,knowledge/expertise, recomendation and overall satisfaction. Selected are the top scoring candidates representing less then 7% of their market. The rating is not representative of any one client's experience as the rating refelects an average, or a sample of all client experiences, and is no guarantee as to a client's future investment success or an advisors selection or performance in the future. For more information: www.fivestarprofessional.com/2012/research.php.
Premier Advisor
Wells Fargo Advisors
At Wells Fargo Advisors, I have been recognized as a Premier Advisor, a distinction reserved for the firm's top producers who reflects a high level of professional achievement, based on many factors, including production.