Resumes
Resumes
Principal, Senior Consultant
View pageLocation:
1457 Colesville Rd, Bethlehem, PA 18015
Industry:
Financial Services
Work:
Metlife Aug 2005 - Jun 2013
Registered Representative
Cornerstone Advisors Asset Management, Llc Aug 2005 - Jun 2013
Principal, Senior Consultant
Registered Representative
Cornerstone Advisors Asset Management, Llc Aug 2005 - Jun 2013
Principal, Senior Consultant
Education:
Lehigh University 2011 - 2014
Master of Business Administration, Masters Lafayette College 2001 - 2005
Bachelors, Bachelor of Arts, Economics
Master of Business Administration, Masters Lafayette College 2001 - 2005
Bachelors, Bachelor of Arts, Economics
Skills:
Retirement
Investment Strategies
Employee Benefits
Small Business
Finra
Succession Planning
Retirement Planning
Investment Strategies
Employee Benefits
Small Business
Finra
Succession Planning
Retirement Planning
Certifications:
Accredited Investment Fiduciary (Aif)
License 9221Aif
The Center For Fiduciary Studies, University of Pittsburgh, License 9221Aif
License 9221Aif
The Center For Fiduciary Studies, University of Pittsburgh, License 9221Aif