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Websites:
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| Current Work:
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Financial Advisor at Available upon request
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Previous Work:
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Annuity and Life Insurance Agent at Roster Financial
Trader at Fidelity Investments
Financial Analyst at Principle Profits
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Education:
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BBA, Finance, University of MA - Amherst
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Detailed Experience Summary:
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Financial Advisor at Available upon request
January 2009 - Present
Mutual Funds, Managed Accounts, 529 Plans, Small Business Services, Retirement Plans, Seminars
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Annuity and Life Insurance Agent at Roster Financial
June 2008 - January 2009
Independent Agent
Marketed annuities and insurance products
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Trader at Fidelity Investments
January 2005 - August 2006
Licensed stock, fund and options trader.
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Financial Analyst at Principle Profits
September 2004 - September 2004
Internship
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Detailed Education Summary:
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BBA, Finance, University of MA - Amherst
December 2004
Semester in Queensland, Australia
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