
Timeline
About me
Vice President, ETF Sales & Trading at Morgan Stanley
Education

College of the holy cross
-Bachelor of arts economics
Experience

Sentinel benefits & financial group
Jan 2013 - Jan 2016Wealth management intern
Edward jones
Jan 2016 - Jan 2017Financial advisor career development program
State street spdr etfs
Jan 2017 - Jan 2022AVP, Regional Advisor Consultant - Model Portfolios
Jan 2019 - Jan 2022Associate, Internal Advisor Consultant
Jan 2017 - Jan 2019

Morgan stanley
Jan 2022 - nowVice president, etf sales & trading
Licenses & Certifications
.webp)
Series 63
Finra (financial industry regulatory authority)Sept 2016.webp)
Series 7
Finra (financial industry regulatory authority)Sept 2016
Series 57
FinraDec 2022
Chartered financial analyst (cfa) charterholder
Cfa instituteFeb 2022
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