Consolidated Fibers Nov 2010 - Sep 2012
Associate
Lawless, Edwards and Warren - Wealth Management Nov 2010 - Sep 2012
Director of Wealth Management
Lawless, Edwards and Warren - Wealth Management Jun 2008 - Nov 2010
Wealth Management Associate
Cbiz Mhm, Llc May 2007 - Jun 2008
Junior Tax and Audit Associate
Education:
Lynn University Jan 1, 2007 - 2009
Master of Business Administration, Masters, Management
Elon University Jan 1, 2003 - 2007
Bachelors, Bachelor of Science, Accounting
College Preparatory 2000 - 2003
College Preparatorycollege Preparatory 2000 - 2003
Skills:
Investments Asset Management Portfolio Management Equities Series 7 Mutual Funds Bloomberg Alternative Investments Tactical Asset Allocation Fixed Income Tax Retirement Planning Finance Investment Advisory Strategic Planning Life Insurance Small Business Charitable Gift Planning Unit Investment Trusts Trusts Estate Tax Planning Financial Services Retirement Plann Mutual F Estate Planning Asset Allocation Financial Analysis
Interests:
Traveling Golf Reading Investing
Youtube
Epic Meal Time - Fast Food Calzone
A homemade tribute to the popular youtube series: Epic Meal Time http:...