Series 7 • Uniform Combined State Law • Financial Services • Finance • Retirement Planning • Insurance • Retirement • Series 24 • Long Term Care Insurance • Retirement Plan Consulting • Small Business • Strategy • Wealth Management • Series 63 • Mutual Funds • Salesforce.com • Business Planning • Term Life Insurance • Financial Planning • Change Management • Defined Benefit • Banking • Crm • Series 66
Ameriprise Financial since Jan 2008
Director, Franchise Implementation
Education:
La Salle University 2003 - 2005
MBA, Management
Temple University 2001 - 2003
MBA, Management
The George Washington University 2000 - 2001
PMP, Proect Management
Seton Hall University 1993 - 1997
BA, Business Administration
Skills:
Series 7 Uniform Combined State Law Financial Services Finance Retirement Planning Insurance Retirement Series 24 Long Term Care Insurance Retirement Plan Consulting Small Business Strategy Wealth Management Series 63 Mutual Funds Salesforce.com Business Planning Term Life Insurance Financial Planning Change Management Defined Benefit Banking Crm Series 66