Resumes
Resumes
Cfpâ Crpcâ Managing Director
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Morgan Stanley Mar 1997 - Sep 2014
First Vice President Financial Advisor Retirement Planning Specialist
Legacy Financial Partners Mar 1997 - Sep 2014
Cfpâ Crpcâ Managing Director
Dean Witter Reynolds Inc. Dec 1989 - Feb 1997
Associate Vice President-Investments Assistant Branch Manager
First Vice President Financial Advisor Retirement Planning Specialist
Legacy Financial Partners Mar 1997 - Sep 2014
Cfpâ Crpcâ Managing Director
Dean Witter Reynolds Inc. Dec 1989 - Feb 1997
Associate Vice President-Investments Assistant Branch Manager
Education:
Rutgers University 1984 - 1988
Bachelors, Bachelor of Arts, Economics East Brunswick High School 1982 - 1984
Bachelors, Bachelor of Arts, Economics East Brunswick High School 1982 - 1984
Skills:
Retirement Planning
Asset Allocation
Financial Advisory
Retirement Income Planning
Investment Strategies For Wealth Accumulation
Asset Protection Strategies
College Savings Strategies
Retirement Plans For Small Businesses
Wealth Distribution Planning
Asset Consolidation Strategies
Asset Allocation
Financial Advisory
Retirement Income Planning
Investment Strategies For Wealth Accumulation
Asset Protection Strategies
College Savings Strategies
Retirement Plans For Small Businesses
Wealth Distribution Planning
Asset Consolidation Strategies
Interests:
Reading Books
Skiing
Yoga
Traveling
Wine Making
Playing Tennis
Walks In the Local Park
Dining Out
Movies
Skiing
Yoga
Traveling
Wine Making
Playing Tennis
Walks In the Local Park
Dining Out
Movies
Certifications:
License 184460
Chartered Retirement Planning Counselor Sm Crpc®
Certified Financial Planner Board of Standards Inc., License 184460
The College For Fiancial Planning
Certified Financial Planner™, Cfp®
Chartered Retirement Planning Counselor Sm Crpc®
Certified Financial Planner Board of Standards Inc., License 184460
The College For Fiancial Planning
Certified Financial Planner™, Cfp®