Position:
V.P. - Trust & Investment Services at Wilmington Trust / M&T Bank
Location:
Harrisburg, Pennsylvania Area
Work:
Wilmington Trust / M&T Bank
- Harrisburg, PA since Mar 2009
-
V.P. - Trust & Investment Services
Brown Schultz Sheridan & Fritz
- Camp Hill, PA Dec 2008 - Apr 2009
-
CPA - Tax & Compliance Services
PNC Wealth Management
Jun 2000 - Jan 2008
-
V.P. - Wealth Planner
Brown Schultz Sheridan & Fritz
Sep 1995 - Jun 2000
-
CPA - Manager
Garrity Spangler & Seibert, Ltd.
Oct 1982 - Sep 1995
-
CPA - Manager
Education:
Bloomsburg University 1973 - 1977
B.S.- Busn Admin, Accounting
Hershey High School 1970 - 1973
Interests:
Cycling, Kayaking, Gardening
Certifications:
Certified Trust & Financial Advisor (CTFA), American Bankers Association
Certified Public Accountant (CPA), PA Dept of State, Bureau of Professional Affairs
Certified Financial Planner(r) - (CFP), CFP Board of Standards, Inc.61588