Position:
Internal Advisor Consultant at Delaware In
Location:
Greater Philadelphia Area
Work:
Delaware In
- Philadelphia, PA since Jun 2012
-
Internal Advisor Consultant
BlackRock Investments
- Princeton, NJ Feb 2007 - Jan 2012
-
Assistant Vice President / Internal Advisor Consultant
Sentinel Financial Services
Dec 2005 - Feb 2007
-
Assistant Vice President / Internal Wholesaler
Gartmore Funds December 2004
Dec 2004 - Nov 2005
-
Assistant Vice President / Hybrid Wholesaler
Merrill Lynch Private Client Group
Mar 2001 - May 2003
-
Premiere Team Financial Services Advisor
Merrill Lynch
Mar 1999 - Mar 2001
-
Financial Manager
Education:
Temple University 1994 - 1998
Bachelors of Business Administration (BBA), Finance and Economics
Art Institute of Philadelphia
Skills:
Mutual Funds, Investments, Alternative Investments, Asset Allocation, Fixed Income, Separately Managed Accounts, Series 7, Equities, Series 66, Bonds, Asset Management, Closed-end Funds, Securities, ETFs, Morningstar, Capital Markets, skiing, Cycling, Running
Interests:
Skiing, Cycling, Sports, Arts