Resumes
Resumes
Co-Founder
View pageLocation:
225 north Michigan Ave, Chicago, IL 60601
Industry:
Financial Services
Work:
SOUTH SHORE FINANCIAL CONSULTANTS - Securities offered through LPL Financial member FINRA/SIPC since Aug 2010
Financial Advisor / Owner
Merrill Lynch Oct 2005 - Aug 2010
VP/Financial Advisor
Sovereign Bancorp Oct 2003 - Oct 2005
Financial Consultant
American Express May 1999 - Oct 2003
Financial Advisor
BankBoston Apr 1996 - May 1999
Financial Services Associate
Financial Advisor / Owner
Merrill Lynch Oct 2005 - Aug 2010
VP/Financial Advisor
Sovereign Bancorp Oct 2003 - Oct 2005
Financial Consultant
American Express May 1999 - Oct 2003
Financial Advisor
BankBoston Apr 1996 - May 1999
Financial Services Associate
Education:
Bentley College Sep 1995 - Oct 1999
Bachelor's, Finance Lexington High School 1991 - 1995
Bachelor's, Finance Lexington High School 1991 - 1995
Skills:
Retirement Planning
Strategic Financial Planning
Portfolio Management
Retirement
Securities
Financial Planners
Financial Advisory
Mutual Funds
401K Rollovers
Pensions
Financial Goals
Financial Services
Debt Management
Wealth Management Services
Investments
Insurance Consulting
Cash Flow
Comprehensive Financial Planning
Retirement Income Strategies
Comprehensive Wealth Management
Cash Flow Management
Small Business Retirement Plans
Fee Only Financial Planning
Finance
Investment Management
Strategic Financial Planning
Portfolio Management
Retirement
Securities
Financial Planners
Financial Advisory
Mutual Funds
401K Rollovers
Pensions
Financial Goals
Financial Services
Debt Management
Wealth Management Services
Investments
Insurance Consulting
Cash Flow
Comprehensive Financial Planning
Retirement Income Strategies
Comprehensive Wealth Management
Cash Flow Management
Small Business Retirement Plans
Fee Only Financial Planning
Finance
Investment Management
Certifications:
Series 7 Licensed - Held With Lpl Financial
Series 24 Supervisory License - Held With Lpl Financial
Series 6 Licensed - Held With Lpl Financial
Series 63 Licensed - Held With Lpl Financial
Series 65 Licensed - Held With Lpl Financial
Series 24 Supervisory License - Held With Lpl Financial
Series 6 Licensed - Held With Lpl Financial
Series 63 Licensed - Held With Lpl Financial
Series 65 Licensed - Held With Lpl Financial