Prudential Financial
Financial Planner
Langtree Financial Williams Financial Management Oct 2014 - Apr 2015
Assistant Planner, Fee Only Planning
Legacy Financial Advisors Sii Investments Apr 2013 - Oct 2014
Licensed and Registered Sales Associate and Administration
The Vin Bin Apr 2013 - Oct 2014
Sales Associate + Wine Presenter
The D. E. Shaw Group 2002 - 2012
Client Program Manager
Education:
Drexel University
Bachelors, Bachelor of Science, Civil Engineering
Skills:
Environmental Consulting Renewable Energy Environmental Compliance Proposal Writing Solid Waste Sustainability Project Management Management Waste Client Relations Financial Planning Manage Client Relationships Client Relations Skills Strategic Financial Planning Investment Advisory Financial Services Passion To Succeed Helping Clients Succeed Intellectually Curious People Skills Challenge Driven Life Insurance Estate Planning Series 65 Series 63 Series 6 Personal Financial Planning Microsoft Excel Microsoft Word Powerpoint Money Guide Pro Emoney Redtail Client Relationship Management System
Certifications:
Series 66 - Uniform Combined State Law Examination Series 7 General Securities Representative Exam License Passed First Attempt Professional Engineer Financial Industry Regulatory Authority (Finra), License Passed First Attempt Commonwealth of Pennsylvania (Status: Inactive)