Ascensus since Jul 2010
Mutual Fund Liaison
Self Employed Jan 2010 - Jul 2010
Experienced Financial Services Professional currently in career transition
Wachovia Dec 1998 - Jan 2010
Mutual Fund Marketing Manager
CORESTATES ASSET MANAGEMENT Jan 1996 - Dec 1998
Manager
Meridian Asset Management Jan 1994 - Jan 1996
Systems Trainer
Education:
Central Atlantic School of Trust – Bucknell University 1996
Business 1981 - 1985
Kennedy Western University
BS, Business Administration* See note
Skills:
Mutual Funds Financial Services 401K Investments Mergers and Acquisitions Retirement Retirement Planning Management Process Improvement Trading Relationship Management Employee Benefits Asset Allocation Asset Management Finance Loans Training Microsoft Word Defined Contribution Vendor Management Investment Strategies Series 24 Asset Managment Equities Hedge Funds Fixed Annuities Alternative Investments Finra Project Management Pensions Investment Management Change Management 401 Retirement Savings Plans Stable Value Collective Investment Trusts Qualified Retirement Plans Institutional Investments
Interests:
Soccer Music Cooking and Gardening
Youtube
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