South Burlington Recreation and Parks Department
Recreation Specialist - Working With Seniors
Pillsbury Senior Communities Jun 2004 - Dec 2014
Activities Director
Education:
University of Vermont 1974 - 1978
Bachelors, Social Work
Skills:
Healthcare Event Planning Customer Service Teaching Team Building Volunteer Management Public Speaking Elder Care Microsoft Office Social Services Home Care Public Relations Alzheimer's Disease Therapeutic Recreation Gerontology
Red Clover Financial Planning
Owner
Fidelity Investments Mar 2007 - Apr 2010
Registered Principal Correspondent Middle Office
Fidelity Investments Mar 2001 - Jan 2004
Team Leader High Net Worth Operations
Fidelity Investments Jan 2000 - Mar 2001
Service Representative Priority Services Department
Fidelity Investments 1998 - 2000
Trainer
Education:
Villanova University
Skills:
Leadership Estate Planning College Education Planning Financial Planning For Military Retirement Planning Financial Planning Portfolio Management Investments Finance Asset Allocation Investment Advisory Financial Services Wealth Management Finra Budgeting Home Ownership Advisory Services Customer Service Retirement Analysis Investment Management