McKinley Carter Wealth Services - Greater Pittsburgh Region since Feb 2012
Wealth Advisor
High Growth Stock Investor Software - Greater Seattle Area Jan 2010 - Feb 2012
Director of Client Services
Fifth Third Bank of Ohio Dec 2007 - Dec 2009
Client Consultant and SVP, Charitable Management Services
PowerLink Jul 2001 - Jun 2007
Executive Director
Mellon (now BNY Mellon) Asset Management Jun 1996 - Aug 2001
Vice President/Senior Portfolio Manager
Education:
Carnegie Mellon University
M.S., Public Policy Analysis
Penn State University
B.A., History
Skills:
Fundraising Investments Non Profits Strategy Entrepreneurship Public Speaking Portfolio Management Nonprofits Leadership Program Management Wealth Management Marketing Strategy Strategic Planning Strategic Financial Planning Finance Financial Services Investment Advisory Customer Service Management Customer Relations Budgets Community Outreach Mutual Funds Analysis Alternative Investments Business Development Start Ups Financial Advisory Venture Capital Investment Strategies
Interests:
Economic Empowerment Politics Human Rights Animal Welfare Arts and Culture Health
President and CEO at Veris Associates, Inc. Past: Director of Infrastructure at Visalign (Forte Systems) President of Veris Associates, Inc., which specializes in consulting, project management and corporate learning in the areas of Information Technology Service... President of Veris Associates, Inc., which specializes in consulting, project management and corporate learning in the areas of Information Technology Service Management (IT Process), Information Management Consulting, and Human Resources.
Author (August 2004) of Change Your Life! The CORE...