Sr. Vice-President at Morgan Stanley Private Wealth Management
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work:
Morgan Stanley Private Wealth Management - Tampa, Florida since Mar 2012
Sr. Vice-President
Credit Suisse Feb 2004 - Mar 2012
Director
Citi Group Jul 2002 - Feb 2004
Financial Executive
Merrill Lynch Jun 2000 - Jul 2002
Financial Advisor
WorldCom Feb 1998 - Jun 2000
Financial Analyst
Education:
Miami University 1993 - 1997
Bachelor of Arts (B.A.), Political Science and Government
Honor & Awards:
Barron's Top 1,000 Financial Advisors, 2012. Ranked # 18 in the state of Florida.
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