Acuity Link
Account Manager
Lighthouse Capital Group 2005 - 2012
Principal
Merrill Lynch Jan 2001 - Mar 2005
Director, Institutional Equity Sales
Herzog Heine Geduld Feb 1986 - Jan 2001
Avp, Institutional Equity Sales
Herzog Heine Geduld Merrill Lynch 1986 - 2001
Avp, Institional Sales
Education:
University of Massachusetts Amherst 1981 - 1985
Bachelors, Bachelor of Business Administration, Marketing, Psychology
Isenberg School of Management
Skills:
Equities Hedge Funds Trading Portfolio Management Options Investments Securities Series 7 Mergers and Acquisitions Equity Trading Real Estate Financial Services Series 63 Asset Management Alternative Investments Electronic Trading Mutual Funds Bloomberg Etfs Wealth Management Asset Allocation Sales Reo Valuation Strategic Financial Planning Private Equity Sales Management Investment Advisory Liscensed Real Estate Salesperson Commenweatlh of Massachusetts Charity Auction Services
Interests:
Social Services Children Economic Empowerment Civil Rights and Social Action Education Poverty Alleviation Science and Technology Disaster and Humanitarian Relief Human Rights Arts and Culture Health
Certifications:
Massachusetts Realestate Sales Commenwealth of Massachusetts
Ralph Dominic Prince George Colleg (1979-1983), Erin Hutchison (1961-1965), Wayne David (1978-1982), Richard Terrio (1983-1987), Freda Michell (1978-1982)