Work:
Glenmede Trust Company - Philadelphia, PA
Vice President, Director of Marketing ~ Wealth Management Services
Glenmede Trust Company - Philadelphia, PA
Vice President, Business Development Manager ~ Wealth Management Services
Corestates Bank ( now Wells Fargo) - Philadelphia, PA
Vice President, Director of Sales and Business Development ~ Wealth Management Services
First Pennsylvania Bank (now Wells Fargo) - Philadelphia, PA
Vice President, Business Development Manager ~ Wealth Management Services
Girard Bank (now Bank of New York Mellon) - Philadelphia, PA
Trust Officer ~ Wealth Management Services
Fidelity Union Trust Company (now Wells Fargo) - Newark, NJ
Personal Trust and Estate Administrator ~ Wealth Management Services
Education:
Temple University, School of Business Administration - Philadelphia, PA
Advanced Certificate in Public Speaking
Northwestern University ~ National Trust School and National Graduate Trust School - Evanston, IL
Advanced Certificate in Trust and Estate Taxation
Bowdoin College - Brunswick, ME
B.A. in Classics
Trinity-Pawling School - Pawling, NY
CUM LAUDE ~ College Preparatory
Skills:
Budgeting, Wealth Management, Sales Management, Public Relations, Strategic Planning, Customer Relations, Marketing Strategy, Public Speaking, Team Building, Negotiation, Excel, Team Leadership, Microsoft Office, Coaching, Writing, PowerPoint, Event Management, Problem Solving, Estate Planning, Market Research, Competitive Analysis, New Business Development, Customer Service, Fundraising, Editing, Direct Sales, Media Buying, Brand Development, Sales Literature, Image Branding. Brand Awareness, Image Management, Publications Development, Private Wealth Management, Trust Services, Marketing Communications, Agency Relations, Logo Development, Presentation Materials, Client Service, Law Firm Marketing, Client Entertainment, Client Communications, Board Presentations, Database Administration, Event Planning, Incentive Programs, Asset Allocation, Compensation Plan Development, ROI Accountability