Columbia Threadneedle Investments, Us
Regional Vice President and Advisor Consultant
New York Life & Mainstay Investments Feb 2009 - Aug 2018
Reginal Vice President and Sales Director
Ameriprise Financial Services, Inc. May 2006 - Feb 2009
Financial Advisor
Education:
University of Rhode Island 2002 - 2006
Skills:
Mutual Funds Investments Finance Fixed Annuities Financial Advisory Asset Allocation Wealth Management Annuity Asset Management Strategic Financial Planning Investment Advisory Retirement 401K Financial Services Retirement Planning Securities Investment Strategies Life Insurance Alternative Investments Direct Sales Sales Business Development Marketing Microsoft Excel Leadership Team Leadership Customer Service Uniform Combined State Law Series 7 Series 63 Series 6 Guaranteed Lifetime Income