Resumes
Resumes

Partner | Customized Retirement Plan And 401
View pageLocation:
131 Continental Dr, Newark, DE 19713
Industry:
Financial Services
Work:
Newton One Advisors, Llc
Executive Vice President, Corporate Consulting
Citistreet Oct 2002 - Sep 2003
Account Executive
Mercantile Bank of Michigan Jun 2000 - Oct 2002
Vp, Retirement Plan Services
T. Rowe Price Nov 1992 - Jun 2000
Client Service Manager
Nov 1992 - Jun 2000
Partner | Customized Retirement Plan and 401
Executive Vice President, Corporate Consulting
Citistreet Oct 2002 - Sep 2003
Account Executive
Mercantile Bank of Michigan Jun 2000 - Oct 2002
Vp, Retirement Plan Services
T. Rowe Price Nov 1992 - Jun 2000
Client Service Manager
Nov 1992 - Jun 2000
Partner | Customized Retirement Plan and 401
Education:
Gettysburg College 1998 - 2002
Loyola University Maryland 1994 - 1999
Master of Business Administration, Masters Gettysburg College 1988 - 1992
Loyola University Maryland 1994 - 1999
Master of Business Administration, Masters Gettysburg College 1988 - 1992
Skills:
Retirement
Retirement Planning
Financial Services
Portfolio Management
Financial Planning
Investments
Employee Benefits
401K
Wealth Management
Leadership
Retirement Planning
Financial Services
Portfolio Management
Financial Planning
Investments
Employee Benefits
401K
Wealth Management
Leadership
Interests:
Family
Sports
Travel
Coaching
Sports
Travel
Coaching
Certifications:
Aif-Accredited Investment Fiduciary
C(K)P -Certified 401(K) Professional
C(K)P -Certified 401(K) Professional

Partner | Customized Retirement Plan And 401 Consulting | Ongoing Client Support And Education
View pageLocation:
Elkton, MD
Work:
N1 Advisors
Partner | Customized Retirement Plan and 401 Consulting | Ongoing Client Support and Education
Partner | Customized Retirement Plan and 401 Consulting | Ongoing Client Support and Education
Education:
Loyola University Maryland 1994 - 1999
Master of Business Administration, Masters
Master of Business Administration, Masters
