Position:
Financial Specialist II at PNC Investments, Chess Program and Tournament Director; Instructor at After School Activities Partnership, Associate at Philadelphia Downtown Marriott
Location:
Greater Philadelphia Area
Work:
PNC Investments
- 4th and Market / Independence since Nov 2012
-
Financial Specialist II
After School Activities Partnership
- Greater Philadelphia Area since Jun 2003
-
Chess Program and Tournament Director; Instructor
Philadelphia Downtown Marriott
since Jan 1997
-
Associate
Santander Investment
- Bucks County, PA 2012 - 2012
-
VP, Financial Consultant
Pillar Financial Trust: Ameriprise Financial Services, Inc.
- Greater Philadelphia Area and South Jersey Aug 2011 - Jul 2012
-
Financial Advisor
Hyperion Bank
2011 - 2011
-
Vice President
Wachovia, S NJ
Apr 2003 - Feb 2011
-
Senior Financial Specialist
Morgan Stanley Dean Witter
Oct 1998 - Nov 2002
-
Financial Advisor/Retirement Specialist
Mobile Assessment Systems
Jun 1996 - Nov 1998
-
Functional Capacity Assessment Specialist
Cooper Occupational Health
May 1991 - Dec 1997
-
Exercise Physiologist
Freiman, Lebowitz, and Associates
Sep 1986 - May 1995
-
Sales Assistant
Education:
Rutgers, The State University of New Jersey-Camden 2002 - 2004
MBA, Finance
Temple University 1989 - 1995
Bachelor of Science, Kinesiology
Skills:
Series 7, Banking, Retirement, Asset, Loans, Fixed Income, Credit, Financial Planning, Investments, Risk Management, Equities, Small Business, Licensing, Financial Markets, Budgeting, Insurance, Mortgage, Sales Management, Coaching, Business Planning, Public Speaking, Analysis, Options, PowerPoint, Excel, Negotiation, Investors, Team Building, Planning, Word, Marketing Strategy, Problem Solving, Strategic Planning, Microsoft Office, Financial Management, Selling, Mortgage Lending, Strategic Financial Planning, Financial Analysis, Budgets, Mutual Funds, Retirement Planning, Management, Financial Risk, Mergers & Acquisitions, Mortgage Banking, Relationship Management, Portfolio Management, Wealth Management, Finance
Interests:
Chess, soccer, baseball, football, travel
Honor & Awards:
National Sales Director Award in 1st year producing at Morgan Stanley; various production and service awards at Wachovia Bank; Gold Coin recipient at Phila Marriott