Position:
Investment Consultant at TD Ameritrade
Location:
Greater Philadelphia Area
Work:
TD Ameritrade
- Radnor, PA since Mar 2010
-
Investment Consultant
Ameriprise Financial
Aug 2006 - Mar 2010
-
Financial Advisor
Education:
Elizabethtown College 1999 - 2004
B.S. - Business Administration, Accounting & Finance
The Haverford School 1996 - 1999
High School
CFA Institute 2010
CFA Level III Candidate
College For Financial Planning 2008
CRPC®, Chartered Retirement Planning Counselor Designation