Position:
Principal at TWINBRIDGE Financial Consulting, LLC (Sole Proprietorship), Vice President of Marketing and Client Development at Radnor Research & Trading
Location:
Greater Philadelphia Area
Work:
TWINBRIDGE Financial Consulting, LLC
- Wayne, PA since Oct 2009
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Principal
Radnor Research & Trading
- Radnor, PA since Jul 2009
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Vice President of Marketing and Client Development
Haverford Trust Company
- Radnor, PA Oct 1999 - Jul 2009
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Vice President, Head of Marketing, Director of Endowment Services & Director of Corporate Giving
Montgomery School
- Chester Springs, PA 1970 - 2000
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Director of Development
Education:
Saint Joseph's University
The Agnes Irwin School
Skills:
Financial Consulting, Public Relations, Non-profits, Marketing Strategy, Fundraising, Financial Advisory, Philanthropy, Wealth Management, Event Planning, Investments, New Business Development, Annual Giving, Marketing, Equities, Planned Giving, Mutual Funds, Investment Strategies
Interests:
Grandchildren, non-profit organizations, and golf.
Awards:
Outstanding Young Women in America
The National Awards Program
W. Perry Gresh and Donald O. Hovey Distinguished Service Award
Board of Directors, Montgomery School
Certifications:
Series 7, FINRA
Series 63, FINRA