Resumes
Resumes
President
View pageLocation:
5600 northeast Trieste Way, Boca Raton, FL 33487
Industry:
Financial Services
Work:
Summit Brokerage Services, Inc. Jul 2010 - May 2014
Senior Financial Advisor
The Alin Financial Group Jul 2010 - May 2014
President
Raymond James Oct 2002 - Jul 2010
Financial Advisor
Wells Fargo 1993 - 1999
Financial Advisor
Lexisnexis 1990 - 1993
Account Representative
Senior Financial Advisor
The Alin Financial Group Jul 2010 - May 2014
President
Raymond James Oct 2002 - Jul 2010
Financial Advisor
Wells Fargo 1993 - 1999
Financial Advisor
Lexisnexis 1990 - 1993
Account Representative
Education:
Emory University 1985 - 1989
Bachelors, Bachelor of Arts, Political Science Ardsley High School 1981 - 1985
Bachelors, Bachelor of Arts, Political Science Ardsley High School 1981 - 1985
Skills:
Series 7
Investments
Securities
Retirement Planning
Series 63
Estate Planning
Investment Advisory
Mutual Funds
Asset Management
Fixed Income
Equities
Strategic Financial Planning
401 Plans
Investments
Securities
Retirement Planning
Series 63
Estate Planning
Investment Advisory
Mutual Funds
Asset Management
Fixed Income
Equities
Strategic Financial Planning
401 Plans
Interests:
Golf
Officiating Basketball Games
Softball
Reading
Officiating Basketball Games
Softball
Reading