PNC Wealth Management since Dec 2001
Senior Vice President and Team Director
Mercantile Bankshares 2001 - 2006
Vice President
Brown Advisory Jun 1994 - Dec 2001
Assistant Vice President
Education:
Loyola College in Maryland 1999 - 2001
Master of Science in Finance
Towson University 1990 - 1995
Bachelor of Science, Finance and Accounting
Skills:
Wealth Management High Net Worth Individuals Investments Portfolio Management Financial Analysis Asset Managment Strategic Financial Planning Fixed Income Mutual Funds Equities Risk Management Financial Modeling Investment Strategies Series 7 Investment Advisory Alternative Investments Asset Allocation Territory Development Team Management Securities Investment Management Series 63 Retirement Planning Series 65 Loans Hedge Funds Asset Management Credit Wealth Management Services Estate Planning Bonds Commercial Lending Credit Analysis Financial Planning
Interests:
Children Deep Sea Fishing Scuba Diving Lacrosse Animal Welfare Health