Bny Mellon Wealth Management Apr 2004 - Sep 2014
Senior Portfolio Mananger - Vice President
Ubs Apr 2004 - Sep 2014
Vice President Wealth Management
University of Massachusetts Jan 2011 - Dec 2012
Adjunct Professor of Investments
Boston Advisors, Llc Jul 1999 - Apr 2004
Portfolio Manager and Equity Analyst
Thomson Financial Aug 1995 - Jul 1999
Business Analyst
Education:
Babson College 2002 - 2004
Master of Business Administration, Masters
Babson College 1998 - 2001
Master of Business Administration, Masters, Finance
Boston College 1991 - 1995
Bachelors, Accounting, Finance
Boston College 1987 - 1991
Skills:
Portfolio Management Stock and Bond Analysis Tax Effecient Investing Wealth Management Investements Financial Planning
Languages:
English
Certifications:
Cfa Institute, License Charter Number 80760 Ubs Financial Services Inc. Important Notices License Charter Number 80760 Cfa - Chartered Financial Analyst