Vice President / Financial Advisor / Corporate Retirement Director / CRPS® at Morgan Stanley
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Morgan Stanley - Greater Boston Area, United States since May 2009
Vice President / Financial Advisor / Corporate Retirement Director / CRPS
UBS Wealth Management - Greater Boston Area, United States Aug 2002 - May 2009
Account Vice President
Fidelity Investments - Greater Boston Area, United States Aug 2001 - Aug 2002
401(k) Representative
Education:
Boston University 1996 - 2000
Human Physiology, Health Sciences
Honor & Awards:
PlanSponsor Magazine "2012 Retirement Plan Advisor Team of the Year"
2009 and 2010, 401(k) Wire "300 Most Influential DC Advisors"*
Al Hammond, Matthew McLaughlin and Peter Ciovacco previously oversaw $443 million in client assets custodied at the firm and $400 million custodied away from the firm.