Certifications & Education

  • M.B.A., Drexel University
  • B.S., West Chester University
  • Certified Project Management Professional (PMP)
  • Qualified 401k Plan Administrator (QKA)
  • Qualified 401k Plan Consultant (QKC)
  • FINRA Series 6 and 63

Previous Experience

  • Relationship Manager/Client Success Executive

    The Vanguard Group

  • Change Management, Training & Communications Manager

    The Vanguard Group

  • Education Consultant

    The Vanguard Group

  • Communications Project Specialist

    The Vanguard Group

  • Processing Associate

    The Vanguard Group