Position:
VP, Client Advisor at JPMorgan Retirement Plan Services LLC
Work:
JPMorgan Retirement Plan Services LLC
since Mar 1998
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VP, Client Advisor
Wells Fargo
Dec 1995 - Mar 1998
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Conversion Team Lead
Wachovia
Jun 1993 - Dec 1995
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Conversion Administrator, Trust Officer
First Virginia Bank
1988 - 1991
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Trust Associate
Education:
George Mason University 1985 - 1989
Bachelors, Economics
Baker University 2000 - 2002
MBA, Business Administration
Old Dominion University 2008 - 2009
Skills:
Investments, Series 7, 401k, Retirement Planning, Mutual Funds, Valuation, Series 63, Business Planning, Asset Allocation, Retirement, Strategy, Wealth Management, Asset Managment, Alternative Investments, Finance, Investment Strategies, Equities, New Business Development, Financial Services, Investment Management, Defined Benefit, Defined Contribution, Banking, Pensions, Risk Management, ERISA, Relationship Management, Sales, Employee Benefits, Qualified Retirement Plans, Series 6, Asset Management, Investment Advisory