Position:
Director at MAI Wealth Advisors, LLC
Work:
MAI Wealth Advisors, LLC
since Apr 2011
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Director
Horizon Asset Management, Inc.
Oct 2009 - Apr 2011
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Vice President
Fidelity Investments
2006 - 2008
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Vice President, Northeast Regional Manager
Fidelity Investments
2000 - 2006
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Vice President, Financial Education Consultant
Fidelity Investments
1996 - 2000
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Financial Planning Consultant
ALPS Fund Services, Inc.
1994 - 1996
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Regional Vice President - Wholesaler
Education:
College for Financial Planning 2000 - 2002
MS, Financial Planning
Assumption College 1984 - 1988
BA, Accounting
Boston College High School
Interests:
Coaching youth sports, hockey, golf