Certifications & Education
B.A., Temple University
FINRA Series 7 and 66
Previous Experience
Vice President & Senior Portfolio Manager
PNC Wealth Management
Senior Investment Advisor
PNC Brokerage
Investment Consultant
Mellon Bank
Account Executive
Dean Witter
Affiliations & Memberships
Treasurer & Board Member
Wissahickon Valley Watershed Association
President
Montgomery County Estate Planning Council
Development Committee
Morris Arboretum
Member
Philadelphia Estate Planning Council
Member
CFA Society of Philadelphia
Treasurer
Penllyn Club