Resumes
Resumes
Director, Mfd
View pageLocation:
7046 Azalea Ln, Dallas, TX 75230
Industry:
Investment Management
Work:
New York Life/MainStay Investments since Feb 2011
Regional Vice President
Lord Abbett Sep 2004 - Feb 2011
Regional Manager - Private Wealth Group
Regional Vice President
Lord Abbett Sep 2004 - Feb 2011
Regional Manager - Private Wealth Group
Education:
State University of New York at Buffalo
Bachelor of Science (B.S.), Mechanical Engineering
Bachelor of Science (B.S.), Mechanical Engineering
Skills:
Mutual Funds
Investments
Series 7
Series 66
Financial Services
Fixed Income
Public Speaking
Securities
Private Equity
Asset Allocation
Wealth
Investment Strategies
Uniform Combined State Law
Asset Management
Retirement Planning
Fixed Annuities
Wealth Management
Hedge Funds
Financial Advisory
Series 63
Investment Advisory
Retirement
Investments
Series 7
Series 66
Financial Services
Fixed Income
Public Speaking
Securities
Private Equity
Asset Allocation
Wealth
Investment Strategies
Uniform Combined State Law
Asset Management
Retirement Planning
Fixed Annuities
Wealth Management
Hedge Funds
Financial Advisory
Series 63
Investment Advisory
Retirement