New York Life & Mainstay Investments
Director, Practice Management
New York Life & Mainstay Investments Sep 2014 - Nov 2019
Director, Head of Internal Sales - Wire House Channel
Oppenheimerfunds Jun 1997 - Sep 2014
Assistant Vice President, Sales Manager
Lanier Worldwide Nov 1995 - Mar 1997
Account Representative
Education:
St. John's University 1989 - 1994
Souther California Regional Occupation Center
Skills:
Mutual Funds Series 63 Asset Allocation Series 7 Investments Alternative Investments Wealth Management Asset Management Financial Services Securities Series 24 Retirement Planning Series 6 Equities Fixed Income Relationship Management Retirement 401K Finra