Resumes
Resumes

Director Of Client Services
View pageLocation:
115 west Seminary Ave, Lutherville Timonium, MD 21093
Industry:
Financial Services
Work:
Principal Financial Group Mar 2015 - Apr 2018
Relationship Manager
Bolton Mar 2015 - Apr 2018
Director of Client Services
Principal Financial Group Jun 2007 - Mar 2015
Senior Account Executive
Robert Half Aug 2006 - Jun 2007
Recruiting Manager
T. Rowe Price Jul 2004 - Aug 2006
Regional Sales Consultant
Relationship Manager
Bolton Mar 2015 - Apr 2018
Director of Client Services
Principal Financial Group Jun 2007 - Mar 2015
Senior Account Executive
Robert Half Aug 2006 - Jun 2007
Recruiting Manager
T. Rowe Price Jul 2004 - Aug 2006
Regional Sales Consultant
Education:
University of Maryland - Robert H. Smith School of Business 2002 - 2005
Master of Business Administration, Masters University of Maryland - Baltimore 2005
Master of Business Administration, Masters Franklin & Marshall College Aug 1993 - 1997
Bachelors, Bachelor of Arts, Government Butler University 1995
Master of Business Administration, Masters University of Maryland - Baltimore 2005
Master of Business Administration, Masters Franklin & Marshall College Aug 1993 - 1997
Bachelors, Bachelor of Arts, Government Butler University 1995
Skills:
Non Qualified Deferred Compensation
Pension Plans
Leadership
Management
Retirement
Retirement Planning
Investments
Financial Services
Mutual Funds
Business Planning
Series 7
Securities
Finance
New Business Development
Recruiting
401K
Insurance
Series 6
Defined Benefit
Asset Allocation
Life Insurance
Pension Plans
Leadership
Management
Retirement
Retirement Planning
Investments
Financial Services
Mutual Funds
Business Planning
Series 7
Securities
Finance
New Business Development
Recruiting
401K
Insurance
Series 6
Defined Benefit
Asset Allocation
Life Insurance
Certifications:
Aif