Location:
3081 Stanfield Ave, Orlando, FL 32814
Work:
Heritage Financial Services
Dec 1999 - Jan 2003
Principal
Allgen Financial Advisors
Dec 1999 - Jan 2003
Senior Partner
Axa Advisors
Sep 1996 - Nov 1999
Financial Advisor
Charles Schwab
Sep 1995 - Oct 1996
Registered Representative
Federal Reserve Bank of New York
Jun 1994 - Jul 1995
Financial Analyst
Education:
Harvard University 2010 - 2012
Harvard University 1992 - 1994
Princeton University 1988 - 1992
Bachelors, Bachelor of Arts
Trinity School
Skills:
Wealth Management, Retirement Planning, 401K, Etfs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial Planning, Portfolio Management, Estate Planning, Wealth Accumulation Strategies, Charitable Gift Planning, Personal Financial Planning, Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Interests:
Investing
Nonprofit Boards
Music
Retirement Planning
Fishing