Eileen joined Professional Planning Group in 1996. She works closely with our advisors to meet individual client needs and monitor portfolio allocation and performance.
Prior to joining Professional Planning Group, Eileen worked at Dean Witter as an Account Executive serving individual investors, businesses and organizations. She analyzed their financial needs and identified appropriate investments to meet their goals. She began her investment career in 1989 as a coordinator for international finance conferences hosted by the Pacific Basin Capital Markets Research Center and the University of Rhode Island in Thailand, Korea, Hong Kong and Malaysia.
Eileen earned a Bachelor of Science degree in natural resources from the University of Rhode Island in 1983. She also earned a Master’s degree in Business Administration from the University of Rhode Island in 1991. Eileen holds the Series 7, 63, and 65 licenses.
Eileen lives in Westerly, RI with her husband, Peter, and their son, Michael. In her free time, she enjoys sailing, skiing, and traveling with her family. Eileen is a member of the Ocean Community YMCA Camp Watchaug Committee.