Location:
926 Mcguire Dr, Toms River, NJ 08753
Work:
Sei
Feb 1998 - Jun 2004
Relationship Manager
Sei
Feb 1998 - Jun 2004
Business Development
Corestates Bank N.a
Jun 1984 - Feb 1998
Vice President
Education:
Rosemont College
Bachelors, Leadership
Aba National Trust School
Pa Bankers School of Trust
Skills:
Financial Risk, Investment Strategies, Finance, Management, Wealth Management, Private Banking, Financial Services, Relationship Management, Wealth Management Services, Financial Planning, Strategic Sales, Strategic Financial Planning, Asset Management, Portfolio Management, Mutual Funds, Risk Management, Investments, Securities, Leadership, Change Management
Certifications:
Series 7 & 63 License
Change Management
License Lost In 2004 Due To Non-Renewal Caused By Changes In Job Responsibilities.
Prosci