Pioneer Investments
Vice President, Senior Portfolio Consultant
Harbor Capital Advisors, Inc. Dec 2016 - May 2019
Vice President, Research
Pioneer Investments Sep 2015 - Nov 2016
Portfolio Consultant, U.s Business Development and Client Strategy
Pioneer Investments Nov 2014 - Aug 2015
Regional Consultant, Ria and Bank Trust
Pioneer Investments 2012 - Oct 2014
Regional Sales Specialist, Intermediary
Education:
Salve Regina University 2006 - 2010
Bachelors, Bachelor of Arts, Bachelor of Science, Economics, Philosophy
Boston College 2002 - 2006
Cfa Institute
Skills:
Mutual Funds Investments Asset Management Alternative Investments Capital Markets Portfolio Management Fixed Income Equities
Languages:
English
Certifications:
Chartered Financial Analyst (Cfa) Charterholder Series 6, 63, 65 & 7 Cfa Institute Finra