Rt Investment Services
Vice President and Financial Consultant, Cfpâ
Rockland Trust
Vice President and Financial Consultant, Cfpâ
Rockland Trust Dec 2001 - Jun 2002
First Vice President , Marketing Strategy and Analysis
Fleet Financial Group Jun 1991 - Jun 2002
Vice President, Channel Manager
Fleet Financial Group Jun 1997 - Nov 1999
Senior Vice President Product Management
Education:
Boston University 1990 - 1991
University of Vermont 1979 - 1983
Bachelors, Bachelor of Arts, Economics, International Relations, Political Science
Skills:
Financial Services Investments Wealth Management Mutual Funds Retirement Planning Strategy Series 7 Retirement Strategic Planning Equities Series 63 Fixed Income
Certifications:
Cfp Certified Financial Planning Board
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Windows Down
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