Resumes
Resumes

Founder And Principal
View pageLocation:
3939 west Ridge Rd, Erie, PA 16506
Industry:
Financial Services
Work:
Fiduciary360
President and CEO
Fiduciary360 (fi360) since 2004
CEO
PNC Financial Services Group Apr 1994 - Mar 2005
Director, Product Development and Management
Allegiance Financial Advisors Apr 1990 - Mar 1994
Principal; Chief Investment Officer
President and CEO
Fiduciary360 (fi360) since 2004
CEO
PNC Financial Services Group Apr 1994 - Mar 2005
Director, Product Development and Management
Allegiance Financial Advisors Apr 1990 - Mar 1994
Principal; Chief Investment Officer
Education:
Allegheny College 1972 - 1976
BA, Economics and Political Science Carnegie Mellon University
BA, Economics and Political Science Carnegie Mellon University
Skills:
Investment Advisory
Financial Advisory
Investments
Financial Services
Strategic Financial Planning
401K
Mutual Funds
Investment Management
Retirement Planning
Retirement
Series 7
Portfolio Management
Financial Planning
Wealth Management
Asset Allocation
Erisa
Estate Planning
Pensions
Leadership
Investment Strategies
Series 63
401 Retirement Savings Plans
Employee Benefits
Pension Funds
Financial Advisory
Investments
Financial Services
Strategic Financial Planning
401K
Mutual Funds
Investment Management
Retirement Planning
Retirement
Series 7
Portfolio Management
Financial Planning
Wealth Management
Asset Allocation
Erisa
Estate Planning
Pensions
Leadership
Investment Strategies
Series 63
401 Retirement Savings Plans
Employee Benefits
Pension Funds
Certifications:
Certified Financial Planner