Position:
Sr. Financial Planner at LPL Financial
Work:
LPL Financial
since Apr 2007
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Sr. Financial Planner
Fidelity Investments
Jun 2005 - Jun 2007
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Financial Consultant
Northwestern Mutual Financial Network
Dec 1989 - May 2006
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Field Director | Branch Office Manager
Education:
The American College 1990 - 2008
MS, Financial Services
Skills:
Estate Planning, with a high degree of interest in Philanthropic Planning, I also enjoy putting together NQ deferred compensation cases as I find this a very creative area of planning
Interests:
Boston Red Sox, Reading, Skiing, Musicals
Honor & Awards:
Certified Financial Planner (CFP), MS Financial Services