City of Melrose
Leo
Schwab Institutional Jun 2012 - Jul 2015
Relationship Manager
United States Marine Corps Nov 2005 - Nov 2013
Fire Team Leader
Eaton Vance Feb 2007 - Jun 2012
Internal Wholesaler
Ameriprise Financial Services, Inc. Mar 2000 - Jun 2006
Financial Advisor
Education:
Babson College 2005 - 2012
Masters, Business Administration, Management, Business Administration and Management
Saint Anselm College 1996 - 2000
Bachelors, Bachelor of Arts, Finance
University of Massachusetts Lowell
Skills:
Series 7 Series 66 Etfs 401K Financial Services Financial Modeling Uniform Combined State Law Securities Series 63 Fixed Income Strategic Financial Planning Alternative Investments Separately Managed Accounts Asset Allocation Wealth Management Financial Analysis Portfolio Management Capital Markets Estate Planning Investment Management Bloomberg Relationship Management Hedge Funds Asset Management Series 24 Finra Life Insurance Trading Retirement Series 6 Risk Management Mutual Funds Iras Financial Advisory Retirement Planning Equities Investments Finance Investment Strategies Investment Advisory Financial Planning
Interests:
Economic Empowerment Politics Environment Science and Technology Animal Welfare
Pawtucket Vocational School Pawtucket RI 1953-1957
Community:
Theodore Bedard, Emile Dubois, Stephen Hoogasian, Norman Gorden, James Driscoll, Armand Labrie, Vincent Brennan, Peter Macmanus, George Tootell, Robert Reetz, Jim Dion, Richard Wilkinson
Youtube
Gerry Cooney Documentary (REVISED) - Heavywei...
A re-upload with fixes. A look back at "Gentleman" Gerry Cooney...One ...
Duration:
52m 38s
Richard Cooney Boxing 1
Duration:
2m 16s
Gerry Cooney - Devastating Puncher (Highlight...
Highlights of the former top Heavyweight contender and devastating pun...
Duration:
2m 30s
Analysis Draft - Richard Cooney
Securities offered through LPL Financial, member FINRA/SIPC. Investmen...
Duration:
3m 10s
Larry Holmes vs Gerry Cooney (High Quality)
11th of June, 1982............... Palace, Las Vegas, Nevada WBC Heavy...
Duration:
1h 13m 1s
Cooney case: A story you need to see to believe
Correspondent Richard Schlesinger reflects on some of the questions he...