Axa Advisors
Financial Professional, Highland Financial Group
Morgan Stanley May 2003 - Dec 2003
Intern
Bank of America Jun 2000 - Dec 2002
Internal Auditor
Jun 2000 - Dec 2002
Financial Advisor
Education:
Bentley University 2001 - 2003
Master of Business Administration, Master of Science, Masters
Villanova University 1996 - 2000
Bachelors, Finance
Skills:
Estate Planning Strategies Asset Allocation Strategies Mutual Fund Strategies Financial Plannin Iar Investment Planning Investment Advisory Services Executive Planning Strategies Business Succession Planning Long Term Care Planning Strategies Retirement Planning Strategies Finacial Services Tax Deferred Investment Planning Tax Efficient Inveting Strategies Client Education Pension Distribution Planning Ira Distribution Planning 401 Distribution Planning
Interests:
Home Improvement Gardening Home Decoration Electronics