T. Rowe Price
Vice President - Regional Investment Consultant - Miami and Ft.laud and Palm Beach and Naples
Oppenheimerfunds Apr 2011 - Jun 2018
Vice President - External Wholesaler - Senior Advisor Consultant - Central and Southeast Florida
Oppenheimerfunds Apr 2008 - Apr 2011
Vice President - External Wholesaler - Subadvisory and Dcio - Regional Sales Manager
Oppenheimerfunds Apr 2006 - Apr 2008
Regional Sales Representative
Citi Nov 2001 - May 2006
Financial Executive
Education:
Quinnipiac University 1995 - 1999
Bachelors, Bachelor of Science, Business
Quinnipiac University - School of Business 1995 - 1999
Archbishop Molloy High School 1992 - 1995
Skills:
Mutual Funds Asset Allocation Wealth Management Separately Managed Accounts Alternative Investments Investments 401K Retirement Planning Investment Strategies Series 63 Series 7