December 2013 Member Spotlight Age:
HYPE Member Since:
Northwestern Mutual Industry/Job Title:
Associate Wealth Management Advisor What he does:
I work with a small team in the area of Private Wealth Management. I specialize in portfolio management for the team and currently manage over $65M in assets. I received a BS in Business Management with a concentration in Finance and a minor in Economics from Westfield State University. I completed my Series 7 and Series 66 shortly after I graduated. In addition, I volunteer on two boards and one committee for my town.
Contact Info: firstname.lastname@example.org
Future Aspirations: I would like to work toward completing the CFA program and continue to support community involvement. I always aspire to read and travel more than the previous year. I would also love to become a passable soccer player one day, but that is quite unlikely!
Best Vacation I’ve Been On: The best vacation I’ve ever been on had some unplanned surprises. It was a trip to the UK that was arranged around seeing a soccer game in London. We finally realized about a month before leaving that we were scheduled to be in London for the Royal Wedding. Needless to say it made for a very unique and once in a lifetime experience.