Position:
Investment Advisor Representative at Centurion Group
Location:
Greater Philadelphia Area
Work:
Centurion Group
- Plymouth Meeting, PA since Apr 2012
-
Investment Advisor Representative
The Beacon Group
Jun 2010 - Apr 2012
-
Investment Advisor Representative
Statewide Financial Services
- Wallington, NJ Apr 1993 - Jul 2004
-
Director
Education:
Saint Joseph's University 1984 - 1988
Bachelor of Science, Finance
Episcopal Academy 1980 - 1984
Skills:
Pensions, Profit Sharing, Retirement, 401k, Employee Benefits, Series 65, Investment Advisory, Wealth Management, Non-Qualified Deferred Compensation, Retirement Planning, Retirement Plan Consulting, Health Insurance, ERISA