Morgan Stanley Apr 2013 - Oct 2016
Business Service Manager
U.s. Bank Aug 2012 - Apr 2013
Trust Manager
Morgan Stanley Apr 2013 - Jul 2011
Complex Service Manager
Merrill Lynch Aug 2011 - Aug 2012
Client Relationship Manager
Wells Fargo Advisors 2001 - 2005
Officer
Education:
Northeastern University 1992 - 1997
Bachelors, Bachelor of Science, Finance
Pentucket High School 1989 - 1992
Skills:
Wealth Management Series 63 Investments Fixed Income Customer Service Asset Allocation Financial Services Securities Mutual Funds
Interests:
Disaster and Humanitarian Relief Social Services Children Education