Experienced Founder with a demonstrated history of working in the financial services industry. Skilled in Securities, Asset Management, Retirement Planning, Investment Advisory, and Mutual Funds. Strong business development professional with a Bachelor of Arts (BA) focused in Economics & Finance ...more

Experienced Founder with a demonstrated history of working in the financial services industry. Skilled in Securities, Asset Management, Retirement Planning, Investment Advisory, and Mutual Funds. Strong business development professional with a Bachelor of Arts (BA) focused in Economics & Finance from Bucknell University.less