Financial Advisor at Morgan Stanley Wealth Management, Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Morgan Stanley Wealth Management - Stamford, CT since Jul 2011
Financial Advisor
Morgan Stanley Wealth Management - 4 Landmark Square Stamford, CT 06901 since 2011
Financial Advisor
MAC Investigations & Claims Services, Inc. Apr 1999 - Aug 2011
President and CEO
Allen Dahle & Co., Inc. - White Plains, NY Jun 2005 - Jul 2011
Senior Liability Adjuster, P&C Investigations
Education:
Fordham University 1985 - 1989
BS, Analytical Chemistry, Psychology
2011 to 2000 Financial Advisor, CDFA(TM)Allen Dahle & Co. Inc
2006 to 2011 sales goalsAllen Dahle & Co. Inc White Plains, NY 2005 to 2011 Marketing Manager, Licensed Insurance InvestigatorMAC Investigations, Inc Croton-on-Hudson, NY 1998 to 2011 President, Licensed Investigator & Property & Casualty AdjusterA Seasoned Affair, Ltd Croton-on-Hudson, NY 1998 to 2011 President and CEO. ConcurrentA Seasoned Affair, Ltd
2000 to 2005 Team CoordinatorMed-Val, Inc New York, NY 1996 to 1998 Vice-President, Sales and MarketingGenex Services, Inc Hauppauge, NY 1994 to 1996 Marketing Manager, Independent Medical Exam UnitState Farm Insurance Co Hastings-on-Hudson, NY 1990 to 1994 Senior Claims Representative - Bodily Injury, Auto Company
Education:
Fordham University, Rose Hill Campus Bronx, NY 1989 BA in English