Location
Wilmington, Delaware, United States
Work
- Vice President, Wealth Advisor @ Bryn Mawr Trust
- Business Consultant @ VestedIn
- Vice President, Personal Trust Manager @ Arden Trust Company
- Vice President, Sr. Trust Administrator @ Wells Fargo
- Loan Officer @ Wpfsi
- Owner @ Einnet Business Management Services
- Vice President @ Bank of America
- Financial Advisor @ Morgan Stanley
- Business Develpment Officer @ First Union National Bank
- Trust Administrator @ First Fidelity Bank
Education
- Saint Joseph's University
B.S. (Finance)
1986 - 1993 - Penn State University1983 - 1985
- Girard College School
H.S. Diploma (General Business)
1974 - 1983
Skills
- Estate Planning
- Financial Advisory
- Banking
- Accounting
- Fixed Income
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
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