QUALIFICATIONS Prior holder of Series 7 and Series 66 licenses. Proficient in: Bloomberg, Zephyr, Morningstar, Pertrac, Excel.

Highlights:

• Asset Management
• Management
• Microsoft Excel
• Venture Capital
• Investment Specialist
• Portfolio Manager
• Vice President
• COO
• mutual funds
• ETF
• Hedge Fund
• Client relationship
• wealth management
• RIA
• Client Portfolio Manager
• Boston
• California
• Maine
• New Hampshire