Bio
Experience
-
eXp Realty
-
Sturbridge, Massachusetts, United States
-
Realtor
-
Sep 2023 - Present
-
Sturbridge, Massachusetts, United States
As a dedicated Real Estate Agent at Exprealty, I am on a mission to redefine the real estate experience by focusing on a personalized approach tailored to the unique needs of homeowners. My commitment extends beyond the transaction – I am here to guide and support individuals in a crucial chapter...
-
-
-
Advisor's Capital Investments, Inc.
-
Woodstock, Connecticut, United States
-
President and Founder
-
Feb 1983 - Present
-
Woodstock, Connecticut, United States
Held series 7, Series 24, Series 27 as well as 63 and 65. I was the senior investment manager, compliance principle, financial principle and marketing and sales manager.
-
-
-
Advisor's Capital Investments Inc.
-
90 Hall Road, Suite 48, Sturbridge, MA. 01566
-
President
-
Mar 1983 - Present
-
90 Hall Road, Suite 48, Sturbridge, MA. 01566
Lead corporate strategy and manage portfolios.
-
-
-
Advisor's Capital Investments INc
-
17 Tripp Road, Woodstock, CT 06281
-
Chief Executive Officer
-
Feb 1983 - Present
-
17 Tripp Road, Woodstock, CT 06281
An investment advisory company that manages securities accounts for individuals, retirement plans and corporations on a discretionary basis.
-
-
-
Advisor's Capital Corp.
-
17 Tripp Road Woodstock, CT 06281
-
Chief Executive Officer
-
1983 - Present
-
17 Tripp Road Woodstock, CT 06281
Advisor's Capital Corp is a holding company for two investment advisory firms and works with CPA firms to enhance their marketing efforts and improve their valuation for sale upon retirement.
-
-
-
Advisor's Capital Research, Inc
-
17 Tripp Road, Woodstock, CT 06281
-
Chief Executive Officer
-
Jan 1991 - Dec 2019
-
17 Tripp Road, Woodstock, CT 06281
Managing capital for individuals. Responsibilities include compliance and marketing as well.
-
-
-
Southwest Telephone Company
-
Naples, Florida Area
-
Founder and Chairman
-
Apr 1976 - 2011
-
Naples, Florida Area
The company was an interconnect company serving the West coast of Florida.
-
-
-
Pacvest Associates, Inc
-
17 Tripp Road, Woodstock,CT 06281
-
Chief Executive Officer
-
1991 - 2006
-
17 Tripp Road, Woodstock,CT 06281
The company was an NASD broker dealer
-
-
-
MicroWorks, Inc
-
Naples, Florida Area
-
Founder and Chief Executive Officer
-
Jan 1979 - Mar 1985
-
Naples, Florida Area
Apple and IBM computer stores in Naples and Fort Myers Florida.
-
-
Education
-
1965 - 1969Nichols College
-
1965 - 1969Nichols College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Real Estate and Property Management”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community