Resumes
Resumes
Financial Advisor
View pagePosition:
Financial Advisor at New England Securities
Location:
Greater New York City Area
Industry:
Financial Services
Work:
New England Securities - Tarrytown, NY since Feb 2012
Financial Advisor
AXA Advisors - Greater New York City Area Jun 2004 - Feb 2012
Financial Advisor
Thomson Financial, formerly Primark Corp. - New York, NY Jan 1997 - Mar 2003
Sales Manager
Thomson Financial 1996 - 2001
Sales
Disclosure Inc. 1996 - 1999
Sales Manager
Financial Advisor
AXA Advisors - Greater New York City Area Jun 2004 - Feb 2012
Financial Advisor
Thomson Financial, formerly Primark Corp. - New York, NY Jan 1997 - Mar 2003
Sales Manager
Thomson Financial 1996 - 2001
Sales
Disclosure Inc. 1996 - 1999
Sales Manager
Education:
Baruch College 1989 - 1993
MBA, Finance & Investments State University of New York at Buffalo - School of Management 1975 - 1980
B.A., Finance & Investments
MBA, Finance & Investments State University of New York at Buffalo - School of Management 1975 - 1980
B.A., Finance & Investments
Skills:
Insurance
Investments
Retirement Planning
Financial Strategies
Estate Planning Strategies
Investments
Retirement Planning
Financial Strategies
Estate Planning Strategies
Interests:
cycling, photography, outdoor activities.
Honor & Awards:
Centurion Producer, National Leaders Corp, Million Dollar Round Table Producer