Allen Associates Mar 2004 - Mar 2014
Investment Advisor
Capriotti & Company Mar 2004 - Mar 2014
Financial Advisor
Merrill Lynch Mar 2001 - Mar 2004
Investment Advisor
Education:
Rowan University 1998 - 2001
Bachelors, Bachelor of Science, Finance
Skills:
Investments Portfolio Management Securities Finance Financial Advisory Finra Wealth Management Equities Retirement Planning Mutual Funds Series 7 Asset Allocation Fixed Income Investment Advisory Investment Strategies Strategic Financial Planning Alternative Investments Asset Management Capital Markets Derivatives
Certifications:
National Institute of Certified Estate Planners, Inc. Certified Estate Planner™
Virtua Health Apr 2015 - Jul 2018
Vice President, Integrated Care Management
Association Headquarters, Inc. Jun 2000 - Dec 2000
Public Relations Manager
Association Headquarters, Inc. Sep 1998 - Jun 2000
Public Relations Associate
Frankford Hospital May 1998 - Sep 1998
Community Relations Assistant
Association Headquarters, Inc. May 1997 - Aug 1997
Public Relations Intern
Education:
Saint Joseph's University 2006 - 2008
Master of Business Administration, Masters
Rowan University 1996 - 1998
Bachelors, Bachelor of Arts, Public Relations, Communications
Duquesne University 1990 - 1994
Skills:
Healthcare Public Relations Healthcare Management Marketing Strategic Planning Hospitals Public Speaking Event Planning Marketing Strategy Process Improvement Project Management Social Media Marketing Access Data Analysis Advertising Social Media Editing Non Profits Budget