Seasoned financial professional with 25 years of financial services industry experience.Expertly creates customized financial strategies to meet client needs. An effective, client-focused communicator and team-builder with strong organizational skills.
Academic Excellence Award
3.87 GPA
FINRA Series 7, 63 and 66 Licenses
PA Insurance License
Safe Act of 2008 Certification
Comprehensive Wealth Management School - Cannon Financial Institute
Private Client Advisory Services Course - Cannon Financial Institute
Asset Allocation Course - Cannon Financial Institute
Counselor Salesperson – Wilson Learning Corporation
Versatile Salesperson – Wilson Learning Corporation
The Winning Edge Sales Training
Accounting I – American Institute of Banking
Principles of Banking – American Institute of Banking
Principles of Banking – American Institute of Banking, Substitute Instructor
CERTIFIED FINANCIAL PLANNER – Completed all required educational classes
Sales Evolution One on One Sales Training
Personal Investment Advisory Program (discretionary investing) – Merrill Lynch Wealth Management
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