Bell Investment Advisors, Inc. 2012 - 2014
Lead Advisor
Brighton Jones 2012 - 2014
Lead Advisor
Fisher Investments Jan 2008 - Oct 2011
Investment Counselor and Ic Training Coordinator
Prudential Financial Jan 2005 - Dec 2007
Financial Advisor
Merrill Lynch Aug 2003 - Oct 2004
Financial Advisor
Education:
Villanova University 1999 - 2003
Bachelors, Bachelor of Science, Business Administration, Psychology, Management
Shenendehowa High School 1996 - 1999
Skills:
Wealth Management Investments Investment Management Portfolio Management Retirement Planning Financial Planning High Net Worth Individuals Investment Specialist Mutual Funds Equities Fixed Income Investment Strategies Alternative Investments Strategic Financial Planning
Interests:
Running (Endurance) Fitness Sports The Outdoors The Arts
Sep 2011 to 2000 COMPLIANCE SPECIALISTNEW JERSEY HOUSING & MORTGAGE FINANCE AGENCY Trenton, NJ Dec 2010 to Sep 2011 HUD CONTRACT ADMINISTRATORRAIA & SIRIGNANO DEVELOPMENT & MANAGEMENT CO Hoboken, NJ Sep 2003 to Dec 2010 MANAGER OF PORTFOLIO OPERATIONS