J.p. Morgan Asset Management
Workplace Retirement Specialist
Bny Mellon Aug 2013 - Oct 2016
Vice President- Dcio Consultant
Bny Mellon Oct 2010 - Aug 2013
Regional Consultant
Lord, Abbett & Co. Llc Feb 2007 - Dec 2010
Retirement Sales Director
Lord, Abbett & Co. Llc Jun 2002 - Jan 2007
Internal Wholesaler
Education:
University of Virginia 1998 - 2002
Bachelors, Bachelor of Science, Economics
Riverdale Country School 1994 - 1998
Skills:
Mutual Funds Investments Series 7 Retirement Asset Allocation Series 63 Fixed Income Securities Separately Managed Accounts Wealth Management Alternative Investments Investment Strategies Investment Advisory Uniform Combined State Law Series 65 401K Equities Series 66
Karen Easter, Sara France, Kim Cockerham, Lesa Wood, Richard Butcher, Sherry Stanley, Lesa Stanley, Audrey Atkins, Mary Bond, Jean Simpson, Shelia Reece