Merrill Lynch
Resident Director, Vice President
Fisher Investments Apr 2004 - Jun 2007
Account Executive, Research Associate
Wachovia Bank & Securities Jun 2002 - Mar 2004
Financial Specialist
Education:
Dartmouth College 1998 - 2002
Bachelors, Economics
West Morris Mendham High School 1998
Skills:
Finance and Investment Consultative Sales Ability To Handle Stress Achieving Great Outcomes For Clients Client Relationship Building Distance Runner and Marathon Finisher
Interests:
Children Economic Empowerment Politics Education Poverty Alleviation
Languages:
English
Certifications:
Finra Series 7 Finra Series 66 Certified Financial Planner Finra Series 9 Finra Series 10 Personal Investment Advisor