Location

Sudbury, Massachusetts, United States

Work

Education

  • Clark University

    Bachelor’s Degree (Economics & Geography)

    1988 - 1992
  • American Bankers Association National Trust School at Northwestern University

    1997
  • New England School of Banking Trust Program at Williams College

    1995 - 1996

Skills

  • Leadership
  • Personal Trust Administration
  • Investments
  • Photoshop
  • Retirement Planning
  • Series 65
  • Financial Planning
  • Creative Direction
  • Saving for Education
  • Social Media
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