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Work Background
YHB Investment Advisors, Inc.Portfolio Manager
Mar. 2007 - Jun. 2008Priviledged to provide Investment Counsel and Management to a select clientele that entrusts me to handle the unique challenges of growing their asssets while at the same time preserving their wealth to take care of the people they love.
Ameriprise FinancialDirector, Field Implementation, Northeast
Mar. 2006 - Feb. 2007Strategic Consulting, including business plan & sales strategy development with over 200 independent franchise owners
Bank of AmericaVice President
Mar. 2005 - Feb. 2006Private Client Manager in the Premier Banking and Investment division. Managed a portfolio in excess of 100MM in deposits and credits.
Smith BarneyFinancial Consultant
Mar. 2003 - Feb. 2005
CrossroadstradingOwner
Jul. 1980 - Feb. 2003Purchased an existing Manufacturers Representative Sales Agency in 1987 from former owner. Responsible for all day to day activities including, hiring and managing a 5 person sales force, growing vendor relationships, operating a 1,000 sq. ft. wholesale showroom, attending national trade shows, doing live appearances on a nationally known home shopping channel.
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