People Details Main Edit Full Name Role Company Address Phone Email Secondary Email Linkedin Name Linkedin Connections Linkedin Followers Is Decision Maker? Company Company Name Category Address URL Decision Maker's URL Employee Number Changed Jons in 90 days Posted in 30 days Mentioned in 30 days Resume No Role Company Company Address Dates Employed Employment Duration 1 Associate Manager - First Vice President Wells Fargo Advisors Boston Jan 2017–Present 4 yrs 5 mos 2 Financial Advisor, Financial Planning Specialist Morgan Stanley Waltham, MA Dec 2012–Jan 2017 4 yrs 2 mos 3 Financial Advisor UBS Wellesley, MA Jul 2011–Dec 2012 1 yr 6 mos 4 Associate Director UBS Jun 1999–Jul 2011 12 yrs 2 mos Activity No Category Ago Likes Comments Rank Marks