Advisor Credit Exchange
Director of Service and Operations
Sei Nov 2009 - Jan 2015
Regional Service Supervisor
The Bancorp Nov 2009 - Jan 2015
Service Delivery Manager
Vanguard Jun 1992 - Jul 2003
Supervisor Institutional Services
Education:
Anderson College
Skills:
Customer Service Mutual Funds Financial Services Asset Management Investments Process Improvement Portfolio Management Team Building Microsoft Office Relationship Management