Resumes
Resumes
![Elisheva Defeo Photo 1 Elisheva Defeo Photo 1](/img/not-found.png)
Senior Portfolio Manager
View pageLocation:
1202 Summer Hill Dr, South Windsor, CT 06074
Industry:
Investment Management
Work:
Yhb Investment Advisors
Senior Portfolio Manager
Northwestern Mutual Dec 2013 - Jan 2018
Associate Wealth Management Advisor
Fidelity Investments Sep 2011 - Dec 2013
Private Client Specialist
Morgan Stanley Jun 2000 - Sep 2011
Senior Registered Associate
Senior Portfolio Manager
Northwestern Mutual Dec 2013 - Jan 2018
Associate Wealth Management Advisor
Fidelity Investments Sep 2011 - Dec 2013
Private Client Specialist
Morgan Stanley Jun 2000 - Sep 2011
Senior Registered Associate
Education:
Western New England University
Skills:
Series 7
Series 63
Series 65
Disability Insurance
Wealth Management
Retirement Planning
Finra
Mutual Funds
Asset Allocation
Uniform Combined State Law
Mba
Series 63
Series 65
Disability Insurance
Wealth Management
Retirement Planning
Finra
Mutual Funds
Asset Allocation
Uniform Combined State Law
Mba
Certifications:
Series 7
Series 66
Financial Industry Regulatory Authority (Finra)
Series 66
Financial Industry Regulatory Authority (Finra)
![Elisheva Defeo Photo 2 Elisheva Defeo Photo 2](/img/not-found.png)
Registered Associate At Morgan Stanley Smith Barney
View pagePosition:
Registered Associate at Morgan Stanley Smith Barney
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney
Registered Associate
Registered Associate