Pnc Mar 2016 - Jan 2018
Account Relationship Manager
Aegis Capital Mar 2016 - Jan 2018
Planning Strategist
Marriott Hotels Feb 2013 - Mar 2016
Team Manager
Jpmorgan Chase & Co. Sep 2011 - Feb 2013
Account Relationship Manager
Omni Hotels & Resorts Jan 2009 - Sep 2011
Client Relationship Specialist
Education:
George Mason University - School of Business
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Boston University
Council Rock High School North
Skills:
Financial Analysis Financial Planning Insurance Planning Estate Planning Retirement Planning Team Management Team Leadership
Certifications:
Finra Series 7 Finra Series 66 Sc Life, Accident and Health License Certified Financial Planner (Cfp)