Occupation:Personal Financial Advisor |
Location:Lynn, MA |
Education Level:Master |
Will Relocate:YES |
Description
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Hanscom Financial Services Hanscom | Financial Consultant (Wealth Management Advisor) | 1/2016 - 1/2018 |
Jp Morgan | Vice President, Private Client Advisor | 1/2015 - 1/2016 |
Tiaa Cref | Wealth Management Advisor | 1/2013 - 1/2015 |
Merrill Lynch | Vice President, Financial Advisor | 1/2012 - 1/2013 |
Hsbc Bank | Vice President, Senior Relationship Manager | 1/2009 - 1/2012 |