Resumes
Resumes
Director, Wealth Strategies, Chief Investment Officer, Senior Vice President
View pageLocation:
50 Commonwealth Ave, Boston, MA 02116
Industry:
Financial Services
Work:
Enterprise Wealth Management Ltd
Director, Wealth Strategies, Chief Investment Officer, Senior Vice President
Eaton Vance Investment Counsel
Vice President, Investment Counselor
Detwiler Fenton Investment Management Jun 2014 - Jun 2016
Managing Director
Ledyard Financial Services 2010 - Jun 2014
Senior Investment Strategist, Senior Pm
Moody Lynn & Company 2008 - 2010
Managing Director
Director, Wealth Strategies, Chief Investment Officer, Senior Vice President
Eaton Vance Investment Counsel
Vice President, Investment Counselor
Detwiler Fenton Investment Management Jun 2014 - Jun 2016
Managing Director
Ledyard Financial Services 2010 - Jun 2014
Senior Investment Strategist, Senior Pm
Moody Lynn & Company 2008 - 2010
Managing Director
Education:
The Tuck School of Business at Dartmouth
Master of Business Administration, Masters Harvard University
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration Dartmouth College
Master of Business Administration, Masters
Master of Business Administration, Masters Harvard University
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration Dartmouth College
Master of Business Administration, Masters
Skills:
Portfolio Management
Strategic Planning
Asset Management
Asset Managment
Equities
Asset Allocation
Investments
Investment Strategies
Mutual Funds
Risk Management
Financial Analysis
Business Development
Wealth Management
Investment Management
Banking
Investment Banking
Finance
Leadership
Fixed Income
Strategic Planning
Asset Management
Asset Managment
Equities
Asset Allocation
Investments
Investment Strategies
Mutual Funds
Risk Management
Financial Analysis
Business Development
Wealth Management
Investment Management
Banking
Investment Banking
Finance
Leadership
Fixed Income
Managing Director At Moody, Lynn And Co
View pageLocation:
Boston, MA
Industry:
Investment Management
Work:
Moody Lynn & Co
Managing Director at Moody, Lynn and Co
Managing Director at Moody, Lynn and Co
Director
View pageLocation:
Boston, MA
Work:
Fti Consulting
Director
Director