My Ton Email & Phone Number
Wealth Manager @ Intrua Financial
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My Ton Work
- Wealth Manager @ (June 2022 - Present)
- Senior Vice President, Investment Officer @ (September 2015 - June 2022)
My Ton Education
- Boston University
BA (Economics)
1989-1993
My Ton Skills
- 401k Planning
- Asset Allocation
- Financial Advisory
- Fixed Income Strategies
- Insurance
- Investment Strategies
- Portfolio Management
- Real Estate Development
- Retirement Planning
- Risk Management
- Securities
- Strategic Planning
- Wealth Management Services
- Wealth Preservation Planning
My Ton Summary
- My Ton, is currently a Wealth Manager at Intrua Financial. My Ton brings experience from previous roles at Wells Fargo Advisors. My Ton holds a 1989 - 1993 BA in Economics @ Boston University. With a robust skill set that includes 401k Planning, Asset Allocation, Financial Advisory, Fixed Income Strategies, Insurance and more. My Ton has 1 emails and 1 mobile phone numbers on RocketReach.
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