Description
Registered Investment Advisor licensed 7, 63, 66, life, Variable, Insurance. Genuine ability to establish and build client relationships by gaining trust and confidence. Accomplished with exceptional client services. Seasoned, results-producing management professional with extensive successful leadership background. Effective leader, capable of training and developing a sales team. Ability adapt to changing environments all while exceeding sales goals and maintaining the firm's integrity and core values. Core Qualifications Wealth Planning HR Admin /office/senior management Relationship Management Budget Management Analytical & Inventive Financial
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| New England Investment & Retirement Group | Registered Investment Advisor | 12/2011 - 10/2017 |
| Morgan Stanley | Registered Financial Advisor | 7/2008 - 9/2010 |
| Fidelity Investments | Financial Services Representative | 6/2006 - 7/2008 |
| Lowe's Home Improvement | Store Manager | 1/2002 - 11/2005 |
| Stop & Shop Supermarket Co. | Store Manager Youngest Store Manager | 10/1998 - 1/2002 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| University of Massachusetts | Economics | 1989 | Bachelor Degree |
Accomplishments
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