Lynnfield, Massachusetts
Specialties
Oct 2018 – Present
Owner / CEO
Dec 2011 – Oct 2017
Registered Investment Advisor
Jul 2008 – Oct 2010
Registered Financial Advisor
Oct 2005 – Apr 2008
Financial Services Representative
Jan 2002 – Sep 2005
Store Manager
Jan 1999 – Dec 2002
Owner / Regional Sales Manager
Sep 1989 – Nov 1998
1989
Bachelors, Economics
University of Massachusetts