Td Ameritrade Apr 1, 2014 - Aug 31, 2015
Investment Consultant
Shoreline Insurance Agency, Inc. Aug 2015 - Apr 2014
Account Executive
Rbc Wealth Management Nov 2010 - Jan 2013
Financial Advisor
Chase Jul 2010 - Oct 2010
Personal Banker
Education:
Roger Williams University 2006 - 2010
Bachelors, Bachelor of Science, Finance
Roger Williams University Mario J. Gabelli School of Business 2006 - 2010
Bachelors, Finance
Westhampton Beach H.s 2006
Skills:
Series 7 Series 63 Series 65 Licensed Life Insurance Agent Estate Planning Retirement Planning Strategic Financial Planning Investment Strategies Investments Wealth Management Mutual Funds Investment Advisory Asset Allocation Portfolio Management Uscg Captain Iras Retirement Financial Advisory Wealth Management Services Uniform Combined State Law 401K Finra Life Insurance
Fidelity Investments Westlake, TX Nov 2013 to Jan 2014 Internal WholesalerShore Line Insurance Agency, Inc Rocky Point, NY Jan 2013 to Oct 2013 Financial Advisor/Account ExecutiveRBC Wealth Management Hampton Bays, NY Nov 2010 to Jan 2012 Financial Advisor
Education:
Gabelli School of Business at Roger Williams University Bristol, RI 2006 to 2010 BS in Finance
Skills:
I currently hold Series 7, Series 66, life insurance and property and casualty insurance licenses.