Resumes
Resumes
Experienced Financial Planner, & Portfolio Manager
View pageLocation:
Greater Philadelphia Area
Industry:
Investment Management
Senior Vice President, Private Banker - Law Firm Group
View pageLocation:
200 south Union St, Kennett Square, PA 19348
Industry:
Banking
Work:
Legacy Solutions, Inc. since Mar 2009
Financial Planner, CRPC
Morgan Stanley - Global Wealth Management Aug 2003 - Feb 2009
Financial Advisor, CRPC
MBNA America Oct 2000 - May 2001
Account Service Associate
Financial Planner, CRPC
Morgan Stanley - Global Wealth Management Aug 2003 - Feb 2009
Financial Advisor, CRPC
MBNA America Oct 2000 - May 2001
Account Service Associate
Education:
University of Delaware - Lerner College of Business and Economics 2008 - 2010
Masters in Business Administration, GPA 3.7Executive Program University of Delaware 2006 - 2007
Certificate, Financial PlanningThis program satisfied the educational requirement set forth by the Certified Financial Planner Board of Standards. University of Delaware - Lerner College of Business and Economics 1998 - 2003
BA, Economics University of Utah 2001 - 2001
Certificate, LeadershipThis certificate was earned through The National Outdoor Leadership School (NOLS). Certification included No Trace Ethics, Team Dynamics, and Peer Leadership. www.nols.edu St. Mark's High School 1994 - 1998
High School Diploma
Masters in Business Administration, GPA 3.7Executive Program University of Delaware 2006 - 2007
Certificate, Financial PlanningThis program satisfied the educational requirement set forth by the Certified Financial Planner Board of Standards. University of Delaware - Lerner College of Business and Economics 1998 - 2003
BA, Economics University of Utah 2001 - 2001
Certificate, LeadershipThis certificate was earned through The National Outdoor Leadership School (NOLS). Certification included No Trace Ethics, Team Dynamics, and Peer Leadership. www.nols.edu St. Mark's High School 1994 - 1998
High School Diploma
Skills:
Wealth Management
Investment Advisory
Finance
Portfolio Management
Insurance
Investments
High Net Worth Individuals
Strategic Financial Planning
Financial Advisory
Alternative Investments
Retirement Planning
Banking
Credit
Investment Strategies
Fixed Income
Estate Planning
Financial Services
Hedge Funds
Investment Management
Wealth Management Services
Capital Markets
Mortgage Lending
Credit Cards
Law Firms
Private Banking
Lawyers
Escrow Agent Services
Paying Agent Services
Foreign Exchange
Cash Management
Lines of Credit
Home Equity Lines of Credit
Cash Balance Plans
Capital Loans
Investment Advisory
Finance
Portfolio Management
Insurance
Investments
High Net Worth Individuals
Strategic Financial Planning
Financial Advisory
Alternative Investments
Retirement Planning
Banking
Credit
Investment Strategies
Fixed Income
Estate Planning
Financial Services
Hedge Funds
Investment Management
Wealth Management Services
Capital Markets
Mortgage Lending
Credit Cards
Law Firms
Private Banking
Lawyers
Escrow Agent Services
Paying Agent Services
Foreign Exchange
Cash Management
Lines of Credit
Home Equity Lines of Credit
Cash Balance Plans
Capital Loans
Interests:
Children
Cooking
Investing
Educating American Investors
Wine
Playing Golf
Cooking
Investing
Educating American Investors
Wine
Playing Golf
Certifications:
Chartered Retirement Planning Counselor