Foundations Financial Partners
Financial Advisor
Credit Suisse Aug 2008 - May 2012
Relationship Associate
Lehman Brothers Jun 2008 - Aug 2008
Sales Assistant
Rbc Wealth Management Jun 2007 - Aug 2007
Intern
Abc News Jun 2006 - Aug 2006
Intern
Education:
Bucknell University 2004 - 2008
Bachelors, Bachelor of Arts, Psychology
Central Bucks High School East 2001 - 2004
Skills:
Certified Financial Planner Retirement Income Strategies Retirement Planning Investment Management Estate Planning Strategic Financial Planning Investments Securities Mutual Funds Series 7 Series 63 Executive Compensation Planning Buy Sell Agreements Wealth Management Long Term Care Insurance Disability Insurance Series 66 Portfolio Management Asset Managment Financial Analysis Term Life Insurance Life Insurance Health Insurance Cash Management Budget Setting Financial Services Financial Advisory Asset Allocation Investment Advisory Investment Strategies 401K Business Planning