Contact

Certifications & Education

  • M.B.A., La Salle University
  • B.A., Holy Family University

Previous Experience

  • Client Relationship Manager

    FRS Capital Management

  • Director of Operations

    Independent Square

  • Client Service Associate

    Kathmere Capital Management

  • IMS Reconciliation Supervisor

    SEI Investments

  • Asset Servicing, Treasury Manager

    BNY Mellon

  • Institutional Accounting Manager

    Delaware Investments