Charter Oak Capital Management since Feb 2009
Senior Vice President
Fidelity Investments Jul 1992 - Feb 2009
Vice President
CSA Financial Corp Jun 1989 - Apr 1991
wholesaler
BAII Banking Corporation 1985 - 1988
trader
Education:
College of the Holy Cross 1981 - 1985
BA, Economics/French
Skills:
Investments Investment Advisory High Net Worth Individuals Series 7 Mutual Funds Series 63 Strategic Financial Planning Series 65