Compass Asset Management Group, Llc
Private Client Manager
Forte Capital Sep 2014 - Mar 2019
Vice President Client Services
Continental Risk Improvement 2007 - Jun 2016
Independent Representative
Dutchess County Regional Chamber of Commerce 2007 - Jun 2016
Membership Ambassador
Junior League of Poughkeepsie Jun 2011 - May 2013
Treasurer
Education:
Baruch College 1997 - 1998
Master of Science, Masters, Finance
Pace University 1996 - 1997
Hunter College
Bachelors, Bachelor of Arts, Economics
Children Exercise Education Toastmaster Reading Photography Health
Certifications:
Certified Financial Planner Toastmasters Competent Communicator Toastmasters Competant Leader Advanced Communicator Bronze (Acb) Toastmasters Advanced Leadership Bronze (Alb) Competent Communicator Certified Financial Planner Board of Standards Inc. Owns the Certification Marks Cfp® and Certified Financial Planner™ In the U.s., Which It Awards To Individuals Who Successfully Complete Cfp Board's Initial and Ongoing Certification Requirements. Toastmasters International
OVERLOOK PRIMARY AND TITUSVILLE INTERMEDIATE SCHOOLS
Jul 2013 to 2000 Vice PresidentContinental Risk Intelligence
2007 to 2000 Independent Field RepresentativeOVERLOOK PRIMARY AND TITUSVILLE INTERMEDIATE SCHOOLS Poughkeepsie, NY Jun 2012 to Jul 2013 PTA PresidentJunior League of Poughkeepsie Poughkeepsie, NY 2011 to 2013 Board of Directors, TreasurerJUNIOR LEAGUE OF POUGHKEEPSIE Poughkeepsie, NY Jun 2010 to Jun 2011 TreasurerOverlook/Titusville PTA
2010 to 2011 Vice President, MembershipJunior League of Poughkeepsie
2010 to 2011 Assistant TreasurerPRESTIGE FINANCIAL Wappingers Falls, NY 2002 to 2003 Relationship ManagerFORT CAPITAL, LLC Pittsford, NY 1999 to 2001 Portfolio ManagerCHASE MANHATTAN BANK
1997 to 1999 Senior Strategic Planning AnalystCHASE MANHATTAN BANK New York, NY 1995 to 1999 Senior Strategic Planning AnalystCHASE MANHATTAN BANK
1997 to 1997 Junior Portfolio ManagerCHASE MANHATTAN BANK
1995 to 1997 Senior Administrative Analyst
Education:
Baruch College School of Business 1998 M.S. in FinanceHunter College 1992 B.A.