Work:
Rbc Wealth Management
Jul 2005 - Jan 2014
Vice President - Financial Advisor
Sammut Wealth Management
Jul 2005 - Jan 2014
President
Morgan Stanley
Jun 1995 - Oct 1999
Financial Advisor
Education:
Gettysburg College 1988 - 1992
Bachelors, Management, English, English Literature, Finance
The Hotchkiss School 1986 - 1988
Skills:
Wealth Management, Financial Advisory, Equity Compensation, Portfolio Management, Investments, Asset Allocation, Financial Planning, Retirement Planning, Finance, Asset Management, Financial Services, Securities, Investment Management, Budgeting, Strategic Planning, Estate Planning, Life Insurance, Management, Family Office
Certifications:
Accredited Investment Fiduciary