Work:
Jpmorgan Chase & Co.
Jul 2012 - Mar 2018
Senior Associate, Ccb Operations Strategy
Benjamin F. Edwards & Co.
Jul 2012 - Mar 2018
Financial Advisor
Swarthmore College
Sep 2011 - Dec 2011
Microeconomics Teaching Assistant
Miller's Minuteman Press
Jun 2011 - Aug 2011
Marketing Intern
Weiner's Wieners
Jun 2008 - Aug 2008
Entrepreneur
Education:
Swarthmore College 2008 - 2012
Bachelors, Bachelor of Arts, Economics
Mcdonogh School 2008
Skills:
Microsoft Office, Social Media Marketing, Excel, Photoshop, Data Analysis, Powerpoint, Social Media, Word, Microsoft Excel, Access, Vba, Editing, Finance, Public Speaking, Microsoft Word, Financial Planning, Wealth Management, Financial Advisory, Asset Allocation, Asset Protection, Retirement Planning, Estate Planning, Mutual Funds, Life Insurance, 401 Retirement Savings Plans, Investment Strategies, Variable Annuities, Wealth Accumulation, College Education Planning, Tax Advantaged Investment Strategies, Separately Managed Accounts, Long Term Care Insurance, Qualified Retirement Plans, Unit Investment Trusts, Etfs, Iras, Roth Ira, Traditional Ira, Sep Ira, Simple Ira, 529 Plans, Asset Planning, High Net Worth Individuals, 401K Rollovers, Rollovers, Trust Services, Business Owner Planning
Certifications:
Series 7 (General Securities Representative Examination)
Series 66 (Uniform Combined State Law Examination)
Life and Health Insurance License