Professional

Company Name

Merrill Lynch

Job Title

First Vice President-Wealth Management

Job Description

Assist individuals and companies in managing financial assets to meet goals, especially in pension and retirement planning with a focus on tax efficiency and risk management.

Type of business/industry

Financial Planning

Education

Ramapo College of New Jersey, Mahwah, NJ, BA, economics & business; Fairleigh Dickinson University, Teaneck, NJ, MA economics

Areas of Knowledge

Personal investmt strategies, tax free investing, qualified/non-qualified for smallbusinesses, IRA rollovers

Other Memberships

Past: TWIN Management Forum, former president & chair Girl Scout Council of Bergen county, treasurer & board member & troop leader