Cordasco Financial Network - Philadelphia, PA since Mar 2012
Financial Advisor
The Vanguard Group - Malvern, PA Aug 2009 - Mar 2012
Registered Representative - HNW
The Vanguard Group - Malvern, PA Mar 2008 - Sep 2008
Fund Financial Services Intern
Susquehanna International Group - Bala Cynwyd, PA Apr 2007 - Sep 2007
Research Sales Intern
Education:
Drexel University - College of Business and Administration
Bachelor of Science, Finance
Boston University
Certificate in Financial Planning
Skills:
Investment Advisory Financial Planning Wealth Management Retirement Planning Investments Financial Advisory Series 63 Financial Services Finance Life Insurance Insurance Asset Management Trading Investment Management High Net Worth Individuals Certified Financial Planner Wealth Management Services Variable Annuities Series 65 Long Term Care Insurance Social Security Personal Financial Planning Tax Planning Relationship Management