Certifications & Education
- M.B.A., Southeastern Oklahoma State University
- B.A., Temple University
- Chartered Financial Consultant (ChFC®) designation
- FINRA Series 6, 7 & 63
Previous Experience
Adjunct Professor
Cabrini University School of Business & Professional Studies
Investment Officer
The Haverford Trust Company
Private Banking Representative
Customers Bank
Licensed Personal Banker/Financial Services Representative
Citibank & Citigroup Global Markets
Personal Banker/Brokerage Associate
Wells Fargo Bank & Wells Fargo Advisors
Previous Board Affiliations
Advisory Board
Cabrini University School of Business & Professional Studies
Executive Board
The Impact Center
Advisory Board
Alabama A&M University College of Business & Public Affairs
