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Certifications & Education

  • M.B.A., Drexel University
  • B.A., Ursinus College
  • Chartered Financial Consultant (ChFC®) designation

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