Position:
Escrow Specialist, Vice President at BNY Mellon, N.A.
Location:
Greater Philadelphia Area
Work:
BNY Mellon, N.A.
since Jun 2011
-
Escrow Specialist, Vice President
Private Client Consulting
Apr 2009 - May 2011
-
Wealth Advisor to Private Clients
PNC Bank
Mar 2005 - Apr 2009
-
Relationship Manager, Vice President, Wealth Management
Merrill Lynch
Nov 2003 - Dec 2004
-
Financial Advisor
Fleet Bank
Nov 2002 - Nov 2003
-
Senior Financial Consultant, Vice President
Deutsche Bank
May 1995 - Feb 2002
-
Investment Advisor
Education:
Mount Holyoke College
BA, English Literature, Studio Art
Skills:
Private Equity, Investment Strategies, High Net Worth Individuals, Asset, Series 7, Alternative Investments, Equities, Mutual Funds, Securities, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Strategic Financial Planning, Bonds, Bloomberg, Banking
Awards:
2012 CEO Revenue Leadership Team
BNY Mellon, N.A.
Certifications:
Series 7, FINRA
Series 63, FINRA