Lenox Advisors, Inc. since Mar 2004
Vice President, Retirement Services
Cowan Financial Group Dec 2002 - Apr 2004
Financial Planner
Lord Abbett Jul 2000 - Jul 2002
Retirement Plan Specialist
Education:
Villanova University 1996 - 2000
Skills:
Retirement Planning Retirement 401K Investments Asset Allocation Asset Management Insurance Financial Advisory Investment Advisory Series 7 Wealth Management Mutual Funds Securities Erisa Retirement Plan Consulting Series 6 Finance Qualified Retirement Plans Asset Managment Strategic Financial Planning Series 66
Interests:
Golf Retirement Plan Consulting Lacrosse Investing