Experience

Webster Investments

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Consultant

  • May 2018 - Present

  I have 10 years of experience helping local families and businesses work toward growing and preserving their wealth. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to 'contact info' section above. Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MA, RI, TX 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. Show less


Morgan Stanley
• United States
• Financial Services
• 700 & Above Employee
• Private Bank

  • May 2016 - Apr 2018


Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Merrill Lynch Banking Advisor

  • Mar 2015 - May 2016

  Provides credit and lending direction, expertise to our HNW and Ultra HNW clients.Product Knowledge: Structured Lending( Marketable Securities, Hedge Funds, Yacht, Aircraft, Fine Art, Commercial Real Estate, Custom Mortgage), Securities Collateral lending(LMA), Mortgages.Delivers credit and lending strategy to assigned Financial Advisor and their clientsCoaches Financial advisors regarding opportunities and alternatives for clients.Understands competitors within region and coordinates best practices in terms of delivering thoughtful credit and lending solutions. Show less

• Financial Solution Advisor

  • Oct 2011 - Mar 2015

  Build and Deepen relationships with banking center clients and uncovering financial opportunitieso Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferenceso Research fee base portfolio manager, mutual fund and ETF for client recommendation and portfolio constructiono Partner with the specialists: MLO, Small Business Banker, Merrill Lynch/US Trust to provide banking and investment solutions for high net worth client and deepen relationshipso Successfully partner with banking center channel associates by coach and advising them in uncovering opportunities for Investment products and new money balances from outside financial institutionso Partner with Banking Center Manager to develop action plans to help banking center hit target goals and to identify ways to refer back to the banking centero Share with teammates best practices, how to be successful in partnering with their banking center and to achieve and exceed goalso Model One Team Approach to support integrated culture within the banking center as well as in the Market placeo Serve on the team Merrill Edge Advisory Council to share ideas and provide feedback with peers to help identify root cause and create a plan to success Show less