Experience

• 

  Dun & bradstreet

  Sept 1994 - Aug 1996

  Internal auditor

  Audited worldwide operations, presenting findings to local management.

• 

  Acnielsen

  Sept 1996 - Aug 1999

  Senior audit manager

  Responsible for managing audits of worldwide operations, reporting to the corporate controller, CIO and audit committee.

• 

  Morgan stanley

  Oct 2001 - now

  First vice president, financial advisor

  Help clients evaluate, plan and execute long-term financial strategies for their families.© 2024 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlM SSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-traum-vaughan-group. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. Show less