Thrive Financial Services, Llc
Associate Financial Advisor
Goeplan Financial Group
Financial Advisor
Independence Planning Group Aug 2016 - Aug 2018
Financial Advisor
Axa Advisors May 2015 - Aug 2016
Financial Professional
Windsor Financial Group Jun 2014 - Aug 2014
Financial Planning Intern
Education:
Saint Joseph's University 2016 - 2020
Bachelors
Saint Joseph's University 2011 - 2015
Bachelors, Accounting, Finance
Egg Harbor Township High School 2007 - 2011
Skills:
Retirement Planning College Education Planning Leadership Microsoft Excel Mathematics Financial Accounting Life Insurance Strategies Budgeting Investment Strategies Customer Service Time Management
Languages:
English
Certifications:
Financial Industry Regulatory Authority (Finra) Pennsylvania State Insurance Department Series 7 Series 66 Life and Health Insurance
Jan 2013 to 2000 Senior Software EngineerJove Technologies, LLC Doylestown, PA Nov 2003 to Jan 2013 Principal Software Development ConsultantDrager Medical, Inc Hatboro, PA Apr 1997 to Oct 2003 Manager of Software EngineeringPanasonic, Inc Burlington, NJ Mar 1996 to Apr 1997 Member of Technical StaffDrager Medical Inc Telford, PA Jan 1994 to Mar 1996 Sr. Software EngineerU.S. Navy Warminster, PA Mar 1991 to Jan 1994 Sr. Software Engineering Consultant
Education:
Lehigh University Certificate in Business ManagementPennsylvania State University Master of Engineering in Computer DesignArcadia University Bachelor of Science in Computer ScienceTemple University Bachelor of Arts in Psychology