Tiaa
Wealth Management Advisor
Wells Fargo May 2014 - Sep 2016
Regional Private Banker - Vice President
Prudential Financial Oct 2008 - May 2014
Business Development Specialist
Wachovia Securities Financial Network Nov 2006 - Oct 2008
Financial Specialist
Ameriprise Financial Services, Inc. May 2005 - Oct 2006
Implementation Leader
Education:
Saint Joseph's University 2011 - 2015
Master of Business Administration, Masters, Sustainability, Organizational Leadership
University of Connecticut School of Business 1996 - 2000
Bachelors, Bachelor of Science, Marketing
The University of Connecticut 1996 - 2000
Bachelors, Bachelor of Science, Marketing
Skills:
Microsoft Office Customer Service Microsoft Excel Financial Analysis Banking Strategic Planning Investments Risk Management Microsoft Word Business Strategy Powerpoint Change Management Financial Modeling Portfolio Management Strategic Financial Planning New Business Development Insurance Credit Negotiation Equities Asset Managment Marketing Strategy Sales Social Media Public Speaking Loans Wealth Management Mortgage Lending Marketing Series 7 Series 63 Retirement Planning Mutual Funds Retirement Financial Advisory Securities Fixed Annuities Business Development Asset Allocation Investment Advisory Finance Financial Services Leadership Relationship Management Investment Strategies Variable Annuities Life Insurance Series 65 Alternative Investments Iras