Experience

Bay Financial Associates LLC

• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Nov 2021 - Present

  Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Century Bank

• Greater Boston Area

• Officer, Financial Consultant

  • Jan 2016 - Nov 2021



Citizens Securities, Inc.

• Financial Services
• 200 - 300 Employee

• Financial Consultant

  • Nov 2011 - Jan 2016



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 2009 - Dec 2011



Bottomline

• United States
• Software Development
• 700 & Above Employee

• Regional Director, Enterprise Sales

  • May 2007 - Nov 2008



Inforonics

• United States
• Information Technology & Services
• 1 - 100 Employee

• Sales Executive

  • 2006 - 2007



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Corporate Sales Manager

  • 2000 - 2006



Pitney Bowes

• United States
• Software Development
• 700 & Above Employee

• Senior Sales Executive

  • 1997 - 2000



Bain Capital

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant

  • 1993 - 1997



Advent International

• United States
• Venture Capital and Private Equity Principals
• 700 & Above Employee

• Accountant

  • 1992 - 1993



PwC

• Professional Services
• 700 & Above Employee

• Auditor

  • Jun 1991 - Oct 1992