Description
SUMMARY: I have 29 years of experience in the financial services industry including 18 years with Citigroup and its predecessor firms 16 of which were in Municipal Bond Marketing. I left Morgan Stanley Smith Barney with one of their top advisors to Form the creation of a boutique wealth management firm Jaffe Tilchin Wealth Management a Registered Investment Advisory firm.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Jaffe Tilchin Wealth Management | Officer/Hr Manager Operations Manager | 2/2014 - 3/2018 |
| Morgan Stanley | Registered Marketing Associatevp Municipal Marketing | 4/2005 - 4/2007 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Upsala College | Business Management | 1989 | Bachelor Degree |
Accomplishments
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