Position:
Portfolio Manager & Chief Operating Officer at ATA Wealth Management Strategies
Location:
Allentown, Pennsylvania Area
Work:
ATA Wealth Management Strategies
- Whitehall, Pa since Aug 2012
-
Portfolio Manager & Chief Operating Officer
MAC Investment Co, LLC
- Allentown, Pennsylvania Area Sep 2005 - Aug 2012
-
President/Owner
Education:
The American College 2013 - 2015
Chartered Financial Consultant
Rosemont College
SEC Licenses
Series 7 & Series 66