The Glenmede Trust Company, N.a.
Senior Client Service Associate
The Glenmede Trust Company, N.a.
Wealth Advisory Trust Associate
American Freedom Assurance, Inc. Jan 2013 - Nov 2013
Funds and Wire Control
Philadelphia Tennis Club Jan 2011 - Dec 2012
Project Manager
Wells Fargo Aug 2005 - Dec 2010
Trust Associate Iii
Education:
Pierce College 1998 - 2000
Associates, Business Administration, Management, Business Administration and Management
Bucknell University 1995 - 1996
Skills:
Microsoft Office Microsoft Excel Leadership Event Planning Budgets Banking Fundraising Ease Client Training Non Profits Editing Emerald Sei Client Com Trustware Tax Trust Ease Transaction Transformation and Microsoft Office Application