Matrix Human Services
Board Member
J.p. Morgan
Vice President | Client Advisor
Otk 2013 - 2014
Director of Client Relations
Eton Academy 2010 - 2013
Community Outreach Manager
J.p. Morgan 2007 - 2010
Vice President | Senior Trust Officer
Education:
Wayne State University
Master of Business Administration, Masters
Skills:
Investments Wealth Management Estate Planning Personal Trust Administration Wealth Preservation Financial Planning Financial Services Retirement Planning Asset Allocation Equities Mutual Funds Securities Hold Series 7 Series 63