Position:
Financial Advisor at Merrill Lynch, Member - Board of Directors at Delaware Valley Legacy Fund
Location:
Philadelphia, Pennsylvania
Work:
Merrill Lynch
since Dec 2007
-
Financial Advisor
Delaware Valley Legacy Fund
since Sep 2010
-
Member - Board of Directors
Ritz Theatre Company
Apr 2010 - May 2013
-
Member - Board of Trustees
AIDS Coalition of Southern New Jersey
Mar 2009 - Feb 2011
-
Chairman - Board of Trustees
Prudential Fox & Roach Realtors/The Trident Group
Jan 2003 - Nov 2007
-
Senior Mortgage Consultant
Keller Williams Fox & Associates
Aug 2002 - Jan 2003
-
Administrator
Prudential Prime Properties
Dec 2001 - Aug 2002
-
Office Manager
Education:
University of Maryland University College 2004 - 2007
MBA, Finance/Global Business
Colorado State University 1999 - 2001
Bachelor of Music, Performance
University of Oklahoma 1996 - 1999
Widefield High School 1993 - 1996
Roosevelt University
Skills:
Investments, Wealth Management, LGBT issues, Estate Planning, Mortgage Lending, Non-profits, Non-profit Development, Fundraising, Financial Advisory, Retirement Planning, Nonprofits, Series 63, Wealth Management Services, Mutual Funds, Strategy, Retirement, 401k, Finance, Small Business, Series 7