Industry:
Financial Services
Work:
Liberty Mutual
Affinity & Personal Markets
ALPFA
Board of Directors, Membership Chair
Bank of America 2006 - 2009
AVP, Premier Client Manager, Global Wealth & Investment Management
Citizens Bank 2005 - 2006
Financial Consultant
Guardian Investor Services 2001 - 2004
IR
Education:
Yale University 1988 - 1992
Academia Maria Reina 1982 - 1988
Boston University- CFP Program
Skills:
Wealth Management
Retirement Planning
Investment Management
Mutual Funds
Alternative Investments
Financial Services
Relationship Management
Investment Advisory
Financial Analysis
Long Term Care Insurance
Investments
Volunteer Management
Asset Allocation
Finance
Life Insurance
International Business
Etfs
Leadership
Portfolio Management
Disability Insurance
Multi Generational Wealth Transfer
Wealth Preservation Planning
Retirement Plan Consulting
Stocks
Philanthropy
Spanish
Proposal Writing
Asset Managment
Financial Advisory
Financial Planning
Insurance
Management
Non Profit Volunteering
Public Speaking
Wealth Accumulation Strategies
Options Strategies
Charitable Trusts
Charitable Gift Planning
Special Needs Trusts
Special Needs Populations
Non Profit Volunteer
Italian
French
Brazilian Portuguese
Technical Writing
Drawing
Interests:
Capital Campaign Ambassador
Languages:
English
Spanish
French
Italian
Portuguese
