Thomas Tom Lahey
Vice President - Investment Advisory Specialist
- Role
- Investment Advisory Specialist at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Advisory Specialist
Mar 2018 — Present · Pennington, NJ, US
Education
University of Rhode Island
Bachelor of Science (BS), Business Administration and Management, General
2002 — 2006
Bond University
BS, International Business
2005 — 2005
Skills
- Finance
- Investments
- Bloomberg
- Retirement
- Strategic Financial Planning
- Uniform Combined State Law
- Series 7
- Banking
- Mutual Funds
- Risk Management
- Wealth Management
- Credit Analysis
- Credit
- Financial Modeling
- Financial Analysis
- Investment Policy Statements
- Insurance
- Fiduciary Services
- Equities
- Financial Planning
- Mortgage Lending
- Portfolio Management
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