1331 E Wyoming Ave, Philadelphia, PA 19124 245 N 15Th St, Philadelphia, PA 19102
Education:
Doctor of Medicine
Board certifications:
American Board of Internal Medicine Certification in Internal Medicine American Board of Internal Medicine Sub-certificate in Critical Care Medicine (Internal Medicine) American Board of Internal Medicine Sub-certificate in Pulmonary Disease (Internal Medicine)
Vanguard Sep 1, 2004 - May 2017
Compliance Manager at Vanguard
Vanguard Sep 1, 2004 - May 2017
Accolades Project Manager
Vanguard Sep 1999 - Sep 2004
Compliance Consultant
Education:
Villanova University 2014 - 2019
Master of Business Administration, Masters
Saint Joseph's University 1988 - 1992
Bachelors, Bachelor of Arts, Mathematics
Skills:
Asset Allocation Customer Service Data Analysis Team Building Retirement Planning Mutual Funds Financial Services Process Improvement Business Analysis 401K Retirement Microsoft Excel Financial Analysis Wealth Management Operations Management Defined Benefit Series 6 Series 63 Erisa Investments Risk Management Finance Qualified Retirement Plans
Certifications:
Qualified 401(K) Administrator (Qka) Qualified Pension Administrator (Qpa) American Society of Pension Professionals and Actuaries