Description
I am a financial professional with a proven ability ability to exceed targets, enhance profitability, and have actively lead business development activities. I am seeking a position to build upon my experience in developing long range financial and business planning.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Charter Oak Capital Management | Director Fixed Income Portfolio Management | 7/2014 - 12/2017 |
| Morgan Stanley & Company | Vice President/Wealth Advisor Vice President Investments | 7/2004 - 2/2014 |
Accomplishments
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