Location
Jenkintown, PA, US
Work
- Vice President @ The Haverford Trust Company
- Adjunct Professor @ Philadelphia University
- Relationship Associate @ Corestates Bank
- Mutual Fund Processor @ BHC Securities
Education
- La Salle University
Master of Business Administration (MBA)
1995 - 1999 - Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.) (Business Administration and Management, General)
1986 - 1990 - The Wharton School
Certification, CRCP
Skills
- Series 7
- Series 63
- Portfolio Management
- Asset Allocation
- Fixed Income
- Mutual Funds
- Alternative Investments
- Microsoft Office
- Investments
- Uniform Combined State Law
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