Jan 2010 to 2000 Fiduciary Risk ManagerWachovia/Wells Fargo Trust Company
Jan 2003 to 2000 Senior Trust AdvisorWachovia/Wells Fargo Trust Company
Jan 2003 to Jan 2010 Senior Trust AdvisorThe Vanguard Group
Jul 2001 to Jan 2003 Estate Planner, Asset Management & Trust ServicesThe Vanguard Group Valley Forge, PA Aug 1999 to Jan 2003The Vanguard Group
Aug 1999 to Jan 2003 Senior Financial Planner, Personal Financial Planning DepartmentKPMG, LLP Baltimore, MD Oct 1998 to Jul 1999 Senior Tax Specialist, Personal Financial Planning Practice
Education:
University of Baltimore, School of Law Baltimore, MD Dec 1998 LL.M. in TaxationUniversity of Maryland, School of Law Baltimore, MD May 1995 J.D.Lehigh University Bethlehem, PA Jun 1990 B.A. in Economics and English