Certifications & Education
- M.B.A., Drexel University
- B.A., Ursinus College
- Chartered Financial Consultant (ChFC®) designation
- FINRA Series 7, 63, and 65
Previous Experience
Compliance Analyst
The Haverford Trust Company
Client Relationship Manager
Envision Wealth Advisors
Operations Supervisor
Stock Clearing Corporation of Philadelphia [PHLX]
Supervision and Regulation Associate
Federal Reserve Bank of Philadelphia
