Location
Philadelphia, PA, US
Work
- Business Development Manager @ SEI
- Regional Sales Consultant @ Orion Advisor Solutions
- Vice President - Regional Director - Advisory Business Development @ Pershing, a BNY Mellon company
- Vice President Sales @ MSCI Inc.
- Vice President - Advisory Business Development @ Pershing, a BNY Mellon company
- Vice President - Account Manager @ Pershing, a BNY Mellon company
- Advisory Client Service @ Pershing, a BNY Mellon company
- Account Services @ Pershing, a BNY Mellon company
Education
- Penn State University
MBA (Management)
2011 - 2015 - West Chester University of Pennsylvania
Bachelors of Science (Business Management)
2003 - 2007
Skills
- Series 7
- Financial Services
- Investments
- Investment Management
- Finance
- Portfolio Management
- Asset Management
- Mutual Funds
- SMA
- UMA
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