The Blake School since Oct 2012
Director of Planned Giving
Thrivent Financial for Lutherans Jan 2008 - Oct 2012
Financial Associate
Wells Fargo Dec 2004 - Dec 2008
Banking and Investment Specialist
Morgan Stanley Apr 2002 - Dec 2004
Financial Advisor
Education:
Williams College 1994 - 1998
Liberal Arts, History, Pre-Medicine, African-American Studies
Skills:
Retirement Retirement Planning Financial Analysis Series 7 Finance Banking Asset Allocation Life Insurance Estate Planning Investment Strategies Wealth Management Financial Services Insurance Public Speaking Series 63 Investment Management Long Term Care Insurance Strategic Financial Planning Financial Planning
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