Description
Goal Setting Communication Time Management Coaching/Mentoring * * * * Analytics Inspiring teams FINRA Series 66 License FINRA Series 63 License * * * * Sales Leadership FINRA Series 7 License Business Management
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Owner / Founder | 1/2014 - Present |
| Furtherlane Asset Management New York | Managing Director | 1/2012 - 1/2013 |
| Bear Stearns | Vice Presidentformer Broker Dealer | 1/2010 - 1/2012 |
| United Capital Financial Advisers | Managing Directorphysician Client Follow | 1/2007 - 1/2012 |
| Donaldson Lufkin & Jenrette | Vice President | 1/1996 - 1/2002 |
| Merrill Lynch | Financial Advisor / Trainee Top Producer Award | 1/1992 - 1/1996 |
Accomplishments
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