Resumes
Resumes
President
View pageLocation:
36 Tersolo Rd, Haverhill, MA 01832
Industry:
Financial Services
Work:
Path Wealth Management
President
Verizon Feb 1996 - Nov 2003
Team Leader
Grella Financial Services Feb 1996 - Nov 2003
Wealth Advisor
Att Jun 1987 - Nov 1994
Operator
President
Verizon Feb 1996 - Nov 2003
Team Leader
Grella Financial Services Feb 1996 - Nov 2003
Wealth Advisor
Att Jun 1987 - Nov 1994
Operator
Education:
Suffolk University 1987 - 1991
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management University of Massachusetts Amherst 1986 - 1987
Bachelors, Bachelor of Arts, History Presentation of Mary Academy 1982 - 1986
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management University of Massachusetts Amherst 1986 - 1987
Bachelors, Bachelor of Arts, History Presentation of Mary Academy 1982 - 1986
Skills:
Investment Strategies
Cash Flow Analysis
College Education Planning
Research
Marketing
Retirement Planning
Alternative Investments
401 K
529 Plans
Variable Annuities
Microsoft Office
Microsoft Excel
Strategic Planning
Microsoft Word
Powerpoint
Negotiation
Team Building
Financial Services
Personal Financial Planning
Investments
Small Business
Securities
Retirement
Finance
Series 63
401K
Investment Advisory
Fixed Annuities
Asset Allocation
Series 6
Insurance
Asset Management
Portfolio Management
Long Term Care
Life Insurance
Term Life Insurance
Financial Goals
401K Rollovers
Etfs
Commitment To Quality
Communication Skills
Inspiring People
Series 7
Series 65
Life
Wealth Management
Strategic Financial Planning
Mutual Funds
Cash Flow Analysis
College Education Planning
Research
Marketing
Retirement Planning
Alternative Investments
401 K
529 Plans
Variable Annuities
Microsoft Office
Microsoft Excel
Strategic Planning
Microsoft Word
Powerpoint
Negotiation
Team Building
Financial Services
Personal Financial Planning
Investments
Small Business
Securities
Retirement
Finance
Series 63
401K
Investment Advisory
Fixed Annuities
Asset Allocation
Series 6
Insurance
Asset Management
Portfolio Management
Long Term Care
Life Insurance
Term Life Insurance
Financial Goals
401K Rollovers
Etfs
Commitment To Quality
Communication Skills
Inspiring People
Series 7
Series 65
Life
Wealth Management
Strategic Financial Planning
Mutual Funds
Interests:
Children
Education
Poverty Alleviation
Human Rights
Arts and Culture
Health
Education
Poverty Alleviation
Human Rights
Arts and Culture
Health
Languages:
English