Albridge, an Affiliate of Pershing - Lawrenceville, NJ since Nov 2011
Vice President - Relationship Manager
Chase Investment Services - New Jersey Apr 2010 - Nov 2011
VP Financial Advisor
Raymond James Financial Nov 2006 - Jun 2009
Vice President - Business Dev.
Wells Real Estate Funds Mar 2004 - Mar 2006
Regional Vice President
Schwab Institutional Oct 1998 - Mar 2004
Account Manager
Education:
Syracuse University - Martin J. Whitman School of Management 1983 - 1987
BS, Finance
Skills:
Relationship Management Investments Financial Services Business Development Finance Sales Series 7 Securities Portfolio Management Mutual Funds Wealth Management Investment Advisory Management Series 63 Equities Alternative Investments Asset Management Asset Allocation Finra Financial Advisory Fixed Income Series 24 Retirement Planning Investment Management Sales Operations Business Relationship Management