Touchstone Investments Mar 2015 - Aug 2019
Regional Vice President, External Wholesaler-Western New England Territory
3D Asset Management Oct 2012 - Mar 2015
Regional Vice President, External Wholesaler-New England Territory
Legg Mason Jul 2010 - Feb 2012
Business Development Wholesaler
Legg Mason Sep 2007 - Jul 2010
Internal Wholesaler
Touchstone Sep 2007 - Jul 2010
Regional Vice President
Education:
University of Hartford 1994 - 1998
Bachelors, Bachelor of Science, Economics, Finance
Mary Immaculate Academy, New Britain, Ct
Skills:
Mutual Funds Series 65 Retirement Planning Wealth Management 401K Fixed Income Equities Uniform Combined State Law Consultative Selling Problem Solving Asset Management Investment Management Sales Process Presentation Skills Client Segmentation Seperately Managed Accounts Hold Series 7 Series 66 Market Intelligence Series 63 Series 7 Separately Managed Accounts Asset Allocation Retirement Variable Annuities Alternative Investments Etfs Investments Product Marketing Territory Management Life %26 Health Licenses