Christina has more than 20 years of work experience in increasingly responsible roles within marketing, management, and finance. Her experience is enhanced by her bachelor’s degree in business. She has her FINRA series 7 and 66 securities registrations, is a notary public and has her Massachusetts Individual Producers insurance license for life, accident, health or sickness, and travel and baggage.
In addition to being a Wealth Manager and Financial Advisor, Christina takes the lead on coordinating all efforts of marketing, including development and dissemination of marketing materials, newsletters, and sending market updates to clients. She also coordinates all aspects of seminar setup and delivery, client appreciation events, website administration and volunteer/charity events.
When not at work, Christina enjoys traveling and spending time with her family.