Fidelity Investments Sep 2008 - Oct 2010
VP/Sr Acct Exec
US Trust May 2004 - Aug 2008
VP/Relationship Manager
Charles Schwab Jun 1996 - Apr 2004
VP/Branch Manager
Education:
Northeastern University 1988 - 1992
MBA, Business Administration
Ursinus College 1979 - 1982
BA, Political Science
Skills:
Investment Management
Interests:
Social Services Civil Rights and Social Action Education Environment Science and Technology Human Rights
Certifications:
Certified Financial Planner Chartered Life Underwriter Series 7, 9, 10, 24 and 66 Fl Life and Health Insurance