Emoney Advisor May 2007 - Sep 2015
Senior Vice President of Client Engagement
Key Financial May 2007 - Sep 2015
Chief Operating Officer
Commerce Bank May 2006 - May 2007
Assistant Vice President
Pennsylvania Treasury Department Sep 2003 - May 2006
Field Representative
Education:
Eastern University 1999 - 2003
Bachelors, Bachelor of Arts
Archbishop Wood High School 1980 - 1984
Skills:
Training Leadership Financial Services Business Development Public Speaking Management Financial Planning Insurance Sales Customer Service Marketing Investments Business Analysis Finance Relationship Management Program Management Microsoft Office Strategic Planning Curriculum Design
Philadelphia, Paul Lee, Josh Caraciolo, Vince Kailis. Pittsburgh, Mike Trogdon, Phil Evans, Bruce Trogdon. Detroit, Shaun Joyce, John Wyman, Chris Dillard ...