Bolvin Wealth Management Group Nov 2014 - Feb 2016
Wealth Management- Business Development
Lpl Financial Nov 2012 - Nov 2014
Advisory Consultant
Rs Funds Feb 2010 - Nov 2012
Regional Sales Representative
A.g. Edwards Aug 2005 - Feb 2010
Financial Consultant
G Edwards & Sons Aug 2005 - Feb 2010
Financial Advisor
Education:
Tufts University 1999 - 2003
Bachelors, Bachelor of Arts
Skills:
Series 7 Retirement Planning Series 63 Investments Mutual Funds Wealth Management Fixed Annuities Financial Services Sales Strategic Financial Planning Asset Management Market Research Asset Managment Marketing Relationship Management Email Marketing Direct Marketing Business Development Financial Analysis Salesforce.com Social Media Marketing Fixed Income
Interests:
Social Services Children Economic Empowerment Civil Rights and Social Action Environment Education Health
Feb 2010 to 2000 Regional Sales RepresentativeA.G. Edwards & Sons, Inc. /Wachovia Securities Boston, MA Aug 2005 to Oct 2009 Financial AdvisorPutnam Investments Andover, MA Aug 2003 to Aug 2005 Regional Marketing Specialist
Education:
Tufts University Medford, MA Sep 1999 to May 2003 Bachelor of Arts in Economics