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