Location:
19 Hull St, Wenham, MA 01984
Industry:
Financial Services
Work:
State Street Bank and Trust since Sep 2009
Client Service Administrator
State Street Bank & Trust Nov 2007 - Sep 2009
Trade Operations Specialist
New York Life Insurance Company May 2005 - Nov 2007
Financial Services Professional
CreditPerfection.com Sep 2001 - Jul 2005
President/Owner
Education:
Stonehill College 2001 - 2005
Bachelor of Arts, Economics
St. John's Prep 1998 - 2001
High School
Harvard University Extension School
Masters, Finance/Management
Skills:
Mutual Funds
Investments
Retirement
Trading
Retirement Planning
Trade Operations
Corporate Actions
Retirment Planning