Massmutual Financial Group
Director, Relationship Management
Transamerica 2000 - 2002
Relationship Manager
Putnam Investments 1993 - 2000
Last Position Relationship Manager
Education:
Boston College 1998 - 2002
Master of Business Administration, Masters
The College of Wooster 1988 - 1992
Bachelors, Bachelor of Arts, Business Economics, Business
Skills:
Series 63 Management Investments Relationship Management Series 6 Retirement 401K Asset Allocation Insurance Financial Services Retirement Planning Securities Mutual Funds Series 7