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Certifications & Education

  • B.A., Western Maryland College (McDaniel College)

Previous Experience

  • Director-Client Relationships / Performance

    InvestEdge Inc.

  • Senior Bank Trust Manager

    InvestEdge Inc.

  • Vice President of Investment Operations

    Tiedemann Trust Company

  • Institutional Client Manager

    Investors Bank and Trust Company (Acquired by State Street Bank)

  • Global Custody Operation Consultant

    Investors Bank and Trust Company (Acquired by State Street Bank)

  • Supervisor Incoming Broker Call Center

    State Street Research