Position:
Associate Wealth Management Advisor at TIAA-CREF
Location:
Scotch Plains, New Jersey
Work:
TIAA-CREF
since Jun 2013
-
Associate Wealth Management Advisor
T. Rowe Price
- Short Hills, NJ Jun 2011 - Jun 2013
-
Investment Advisory Counselor
T. Rowe Price
- Tampa/St. Petersburg, Florida Area Jun 2010 - Jun 2011
-
Sr. Retirement Counselor
T. Rowe Price
- Tampa, FL Aug 2008 - Jun 2010
-
Investment Counselor
T. Rowe Price
- Tampa/St. Petersburg, Florida Area Mar 2008 - Aug 2008
-
Inbound / Outbound Investment Specialist
Market Technologies, LLC
- Wesley Chapel, FL Aug 2006 - Nov 2006
-
Sales Consultant
Wells Fargo
- Palm Harbor, FL May 2005 - Aug 2006
-
Senior Credit Manager
JPMorgan Chase
- Tampa/St. Petersburg, Florida Area Feb 2004 - May 2005
-
Senior Customer Support Advisor
Education:
Tiffin University 2007 - 2009
MBA, General Management
Syracuse University - Martin J. Whitman School of Management 2003
Bachelor of Science, Marketing
Skills:
Asset Allocation, Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Fixed Income, 401k, Bonds, Strategic Financial Planning, Investment Strategies, Portfolio Management, Series 66