Location:
20818 east Eastman Ave, Aurora, CO 80013
Work:
Assura Trust Company
Vice President and Senior Trust Officer
Security National Trust Company
Aug 2016 - Feb 2018
Chairman and Chief Executive Officer
Integrated Financial Settlements: Fee Structure Plus
Aug 2016 - Feb 2018
Vice President of Trust Services
U.s. Trust
2014 - Aug 2016
Senior Vice President, Market Trust Director, U.s Trust, Bank of America, Private Wealth Management
Roger Williams University
2015 - May 2016
Adjunct Professor - Finance
Merrill Lynch
2011 - Jun 2014
Financial Advisor
Penn State University
2013 - 2014
Adjunct Instructor - Finance
Elizabethtown College
2013 - 2013
Adjunct Instructor, Finance
Franklin & Marshall College
2012 - 2013
Adjunct Faculty, Finance
The Centers
2010 - 2011
Senior Vice President, Trust and Investment Services
Peoplesbank, A Codorus Valley Company
2001 - 2010
Senior Vice President, Trust and Investment Services
Penn State University
2001 - 2006
Adjunct Faculty, Finance
Aris Corporation
2000 - 2001
Manager, Investment Services Group
First Commonwealth Bank
1998 - 2000
Senior Vice President and Trust Officer, Central Regional Manager
S&T Bank
1993 - 1998
Vice President and Trust Controller
F.n.b. Corporation
1985 - 1993
Assistant Vice President, Control and Systems Department Head
Olmes & Dickson Cpa's
1984 - 1985
Staff Accountant
Education:
Indiana University of Pennsylvania 1991 - 1997
MBA, Finance
Penn State University 1980 - 1984
BS, Accounting
Skills:
Estate Planning, Wealth Management, Investments, Portfolio Management, Retirement, Financial Planners, Finance, Trust Services, Financial Advisory, Trusts, Leadership, Financial Planning, Trust Management, Retirement Planning, Fixed Annuities, Investment Advisory, Investment Strategies, Banking, Asset Allocation, Securities, Mutual Funds, Tax, Personal Finance, Special Needs Planning, Asset Management, Disability Insurance, Employee Benefits
Interests:
Social Services
Children
Financial Advisory Services
Economic Empowerment
Estate and Tax Planning
Special Needs Trusts
Arts and Culture
Certifications:
Accredited Investment Fiduciary
