Hartwick College 2004 - 2008
Bachelors, Bachelor of Arts, Creative Writing, English
Downingtown High School West Campus 2000 - 2004
Skills:
Salesforce.com Training Process Improvement Account Management Marketing Management Sales Leadership Sales Management Team Leadership Crm Business Analysis Insurance Saas Team Oriented Customer Relationship Management Reporting and Analysis Marketing Strategy Professional Services Business Process Improvement Software As A Service Software Industry
Interests:
Children Environment Education Animal Welfare Arts and Culture Health
Westshore Wealth
Wealth Management
Rgt Wealth Advisors Sep 2015 - Nov 2017
Director
U.s. Trust Oct 1, 2000 - Sep 2015
Private Client Advisor, Senior Vice President
Education:
Saint Mary's College of California 2000 - 2002
Master of Business Administration, Masters, Finance
University of Arizona 1999
University of Arizona, Eller College of Management 1995 - 1999
Bachelors, Finance
Monte Vista High School 1991 - 1995
Skills:
Wealth Management Asset Management Portfolio Management Investments Investment Advisory High Net Worth Individuals Asset Allocation Alternative Investments Management Financial Planning Wealth Management Services Equities Financial Analysis Banking Mutual Funds Fixed Income Real Estate Strategic Financial Planning Mortgage Lending