Relationship Project Manager
SEI Advisor Network Berwyn,Pennsylvania
01 billion in assets under management with over 180 independent financial advisors . Grew and retained...clients , financial , home office , investment analysis , Director , Managing , management consulting...CERTIFIED FINANCIAL PLANNER commited to deliver individualized , fully integrated financial solutions
Chief Financial Officer
Main Line Health, Inc Berwyn,Pennsylvania
Education MBA : Finance Saint Joseph's University － Philadelphia , PA Finance BS : Accounting University... financing , financial , financial controls , financial and management , financial operations , ... , 01/2003 to 01/2006 Overhauled financial controls , accounting operations , cash flow practices
Pre Op Technician
Shadowed Dr. BJ Smith Sports Medicine Main Line Endoscopy Center Berwyn,Pennsylvania
Experience Pre Op Technician July 2014 Shadowed Dr . BJ Smith Sports Medicine Main Line Endoscopy C...
Investment Advisor Representative
Capital Management Group, Inc Berwyn,Pennsylvania
CMG Capital Management Group , Inc . – PA Education Bachelor of Science : Management and Human...Advisor Representative 08/2000 to 04/2006 Capital Management Group , Inc – PA Implement/manage all custody...Managing Director 01/2008 to 04/2013 CMG Capital Management Group , Inc . – PA Created and implemented
Director of Finance
Dooley Pyne Landscape Corp. Berwyn,Pennsylvania
managing coverage levels Experience Director of Finance July 2008 to Current Dooley Pyne Landscape Corp...experience in budgeting , strategic planning , accounting , and human resources . Highlights Customer...Summary Efficient Financial Manager skilled at consistently meeting and surpassing client quotas . Extensive
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