Affinity Wealth Management, Inc.
Financial Advisor at Affinity Wealth Management, Inc
Td Ameritrade Jun 2003 - Apr 2006
Investment Consultant
Planco Mar 2002 - May 2003
Sales Coordinator
Susquehanna International Group, Llp (Sig) Mar 2000 - Nov 2001
Trade Support Analyst
Education:
Merrimack College 1994 - 1998
Bachelors, Bachelor of Science, International Business
Skills:
Investment Advisory Certified Financial Planner Series 7 Wealth Management Retirement Planning Investment Management Mutual Funds Series 63 Retirement Securities Investments Financial Planning Asset Management Estate Planning Asset Allocation Investment Strategies Uniform Combined State Law Alternative Investments Wealth Management Services Financial Advisory Etfs Series 65
The Ocean Drive
Assistant Manager
The Springfield Inn May 2016 - Aug 2017
Assistant Manager
Penn State University May 2016 - Aug 2017
Referee
Penn State University Intramural Sports Sep 2015 - Mar 2016
Referee
Penn State University Food Services Oct 2014 - May 2015
Assistant Manager