Central Mass Associates
Owner
Thrivent Financial Jan 2004 - Mar 2011
Financial Representative
Thrivent Financial Jan 2004 - Mar 2011
Financial Consultant
Thrivent Financial Mar 2001 - Dec 2003
Assistant Financial Associate
Education:
Worcester State University Sep 1999 - 2003
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Investments Retirement Planning Finance Mutual Funds Retirement Investment Advisory Financial Advisory Wealth Management Endowments Wealth Management Services Alternative Investments Investment Brokerage Estate Preservation Financial Risk Management Financial Consulting Financial Analysis College Savings Plans Budget Setting Small Business Financial Management Small Business Retirement Plans Socially Responsible Investing Finra Series 7 Asset Allocation Securities Investment Strategies
Interests:
I Enjoy Fishing Writing New Technology Investing Snowboarding Reading Hiking Camping Music Painting Running Movies Walking Drawing Theater Meeting New People
Certifications:
Cltc® (Certified In Long-Term Care®) Fic (Fraternal Insurance Counselor) Finra Series 7 Finra Series 66 The Corporation For Long-Term Care Certification, Inc. National Association of Fraternal Insurance Counselors