Experience

Claro Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Certified Financial Planner TM

  • Nov 2019 - 4 years 2 months

  Boston, MA I'm dedicated to bettering the lives of individual investors through: 1: Tax aware Investment Management 2: Higher yielding alternatives to traditional fixed income 3: Equity Investing with Downside Protection 4: Holistic Financial Planning Learn more about these strategies at www.structurednotes.com I also work with Retirement Plan Sponsors to: 1: Maximize tax and retirement savings to owners and key employees 2: Provide financial education and wellness to 401k… Show more I'm dedicated to bettering the lives of individual investors through: 1: Tax aware Investment Management 2: Higher yielding alternatives to traditional fixed income 3: Equity Investing with Downside Protection 4: Holistic Financial Planning Learn more about these strategies at www.structurednotes.com I also work with Retirement Plan Sponsors to: 1: Maximize tax and retirement savings to owners and key employees 2: Provide financial education and wellness to 401k participants 3: Identify, implement and help manage the most suitable and cost effective retirement plan for the business. 3: Assume all duties, responsibilities, and obligations that arise from our status as a 3(21) Fiduciary under ERISA. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• CFP®, Wealth Advisor, Portfolio Management Director, Senior Vice President - Wealth Management

  • Sep 2000 - Oct 2019

  Greater Boston Area Provided customized financial plans to individual investors while managing investment portfolios through multiple bull and bear market cycles. I also worked with small business owners to identify, evaluate, implement and manage a successful 401k/Profit Sharing & Cash Balance Pension Plans.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Sales Analyst

  • 1998 - 2000

  Greater Boston Area Cultivated and developed relationships with ultra high net worth individuals and families. Primary responsibilities included managing cash equivalents, tax-free municipal securities and IPO syndicate offereings. Handled concentrated and restricted stock liquidation while presenting clients with wealth protection strategies. Delivered a high level of service to a demanding client base.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Representative

  • Jun 1995 - Mar 1998

  Merrimack, NH Handled a high volume of client service requests on a daily basis with emphasis on equity, mutual fund, option and fixed income trading. Primary responsibilities included providing exceptional service, executing trades and cross-selling of brokerage services and mutual funds.