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Work experience

Jun 2004Apr 2007

Senior Account Executive

Diversified Investments
Nov 2001Jun 2004

Senior Account Representative

Deutsche Bank
Nov 1999Nov 2001

Senior Consultant

H. C. Wainwright & Co., Inc.
Nov 1997Nov 1999

Qualified Plan Sales Specialist

Liberty Funds Distributor, Inc.
Feb 1995Nov 1997

Employer Account Representative

Evergreen Service Company

Education

Sep 1990May 1993

Bachelor of Science, Business Administration

University of Massachusettes

Certifications

Pension Administrator's Certificate Program

ASPA

NASD Series 65

NASD

NASD Series 63

NASD

NASD Series 7

NASD

NASD Series 6

NASD