13700 Sutton Park Dr north, Jacksonville, FL 32224
Industry:
Financial Services
Work:
Morgan Stanley
Portfolio Associate
Merrill Lynch Feb 1981 - Apr 2015
Registered Senior Client Associate
Morgan Stanley Feb 1981 - Apr 2015
Registered Senior Client Associate
Education:
Kaplan University 2015 - 2016
National College of Business and Arts 1973 - 1978
Bachelors, Bachelor of Science, Business Administration, Accounting
Skills:
Banking Wealth Management Series 7 Mutual Funds Securities Retirement Planning Fixed Income Equities Investments Financial Services Portfolio Management Credit Asset Management Strategic Financial Planning Loans Series 63
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