Position:
Associate Vice President, AVP at The SHM Financial Group
Location:
Greater Philadelphia Area
Work:
The SHM Financial Group
since May 2006
-
Associate Vice President, AVP
Interbay Funding Commercial Lending
Jun 2007 - Apr 2008
-
National Wholesale Loan Officer
Education:
State University of New York at Binghamton 2003 - 2007
BS Management, Finance
Cherry Hill East High School 1999 - 2003
Skills:
The firm advises on non-qualified investment assets, qualified retirement plans (401K, 403b, IRA, Roth IRA), defined benefit plans, education funding, estate planning, business planning, insurance planning, long-term care planning, annuity planning, tax planning and personal charitable foundations, The firm places emphasis on wealth preservation, proper asset allocation, tax liability reduction and pre and post retirement planning
Interests:
Economic history and trends, Behavioral Finance, Risk Management, Basketball, Tennis, Hiking, Reading