unspecified since Jun 1994
Vice President - Investments
painewebber 1992 - 2000
financial advisor
Gruntal Jun 1992 - Jun 1994
Investment Advisor
Education:
State University of New York at New Paltz 1981 - 1985
BA, visual arts/anthropology
Skills:
I am a certified financial planner I take a bigger picture view to build and transition clients portfolios according to their goals and tolerances This includes the traditional retirment and college planning as well has dealing with the emotional "windfall" financial events that result receiving overwhelmingly large pools of money I also work with clients to find creative financing solutions when large amounts are needed in short period of time
Edward Fracassa, Joan Ricci, Bill Moss, Robert Burns, Carol Hazen, Charlotte Jacques, Michael Hazen, Sandra Deery, Cheryl Guatieri, Fred Cawley, Mary Gallo