Resumes
Resumes

New England Market Team Leader
View pageLocation:
Sudbury, MA
Industry:
Financial Services
Work:
Blackrock Apr 2015 - Sep 2016
Vice President, Investment Management Consultant
Blackrock Apr 2015 - Sep 2016
New England Market Team Leader
Oppenheimerfunds Jul 2000 - Mar 2015
Vice President, Senior Advisor Consultant
Vice President, Investment Management Consultant
Blackrock Apr 2015 - Sep 2016
New England Market Team Leader
Oppenheimerfunds Jul 2000 - Mar 2015
Vice President, Senior Advisor Consultant
Education:
Suny Geneseo 1992 - 1996
Skills:
Series 7
Series 63
Mutual Funds
401K
Alternative Investments
Wealth Management
Crpc
Retirement
Caia
Cima
Series 63
Mutual Funds
401K
Alternative Investments
Wealth Management
Crpc
Retirement
Caia
Cima
Languages:
Spanish
English
English
Certifications:
Caia®
Cima®
Cpwa®
Crpc®
Caia Association
Investment Management Consultants Association
College For Financial Planning
Cima®
Cpwa®
Crpc®
Caia Association
Investment Management Consultants Association
College For Financial Planning