EPIC Advisors, Inc. since Dec 2009
Information Processing Manager
Wachovia Retirement Services Jun 2008 - Nov 2009
Client Services Team Leader
Wachovia Aug 2006 - Jun 2008
Senior Trust Associate II
Towers Perrin Oct 2005 - Aug 2006
Plan Compliance Associate
BISYS Retirement Services Jan 2004 - Sep 2005
New Business Consultant
Education:
University of Pennsylvania 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 - 1992
Diploma, Mathematics & Sciences Magnet Program
Vare Middle School 1986 - 1988
Skills:
Leadership Mutual Funds Retirement Investments Management Risk Management Retirement Planning Training Relationship Management Project Management Erisa 401K Pensions Analysis Consulting Financial Services Coaching Public Speaking Access Business Planning Series 63 Series 6 Microsoft Excel Defined Contribution Powerpoint Human Resources Compliance Microsoft Word Microsoft Powerpoint
Interests:
Children Politics Education Poverty Alleviation Human Rights