Jayson DeAngelis

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Profil

Mr. Jayson DeAngelis is a Managing Director & Senior Client Advisor at Ballentine Partners LLC (formerly Ballentine Finn & Co, Inc.).
Prior to joining Ballentine in January 2010, Mr. DeAngelis worked as a Wealth Management Advisor in Merrill Lynch's Global Private Client group where he built a practice serving over thirty families and focused primarily on the financial planning issues faced by small business owners.
Prior to that, he held the position of Executive Vice President and was responsible for all day-to-day operations for his family's Boston-based retail grocery business.
Mr. DeAngelis received his BBA in Finance from George Washington University.
He is a Certified Financial Planner practitioner and a member of the CFA Institute and the Boston Security Analyst's Society.

Anciens postes connus de Jayson DeAngelis

Sociétés	Poste	Fin
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Corporate Officer/Principal	31/12/2005