Supervisory Principal/Wealth Advisor at LPL Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work:
LPL Financial since Feb 2007
Supervisory Principal/Wealth Advisor
AG Edwards & Sons Jan 2006 - Feb 2007
Financial Advisor
Citizens Bank Financial Group Mar 2005 - Oct 2005
Vice President/Director of Sales
Deutsche Bank Securities Jun 2002 - Jan 2005
Global Head/Vice President of Service Operations
Scudder Weisel Capital, LLC Mar 2000 - Apr 2001
Director - Service Strategy
Morgan Stanley
Financial Advisor
Metlife Investors 2005 - 2012
Regional Sales Vice President
Morgan Stanley 2005 - 2012
Associate Private Banker
Travelers 1980 - 2005
Sales Vice President
Education:
Clemson University
Bachelors, Bachelor of Science, Management
Skills:
Financial Services
Certifications:
Chartered Financial Consultant (Chfc®) Chartered Life Underwriter (Clu®)
George Howe, a professor in clinical and community psychology, said he agreed with the Universitys suggestion to not require a written excuse from sick students because students should stay home if they are sick, rather than potentially spread the virus.