Professional Bio
PROFESSIONAL SUMMARY
Creative and collaborative financial services professional dedicated to providing personalized Wealth & Financial Planning Solutions to High Net Worth and Ultra-High Net Worth individuals, families, and business owners.
PROFESSIONAL EXPERIENCE
PNC Private Bank, Philadelphia, PA October 2021 - Current
Senior Wealth Strategist
Wells Fargo Private Bank, Philadelphia, PA March 2018 – October 2021
Senior Wealth Planner
Wells Fargo Private Bank, Philadelphia, PA July 2012 – March 2018
Wealth Planner
Wells Fargo Private Bank, Philadelphia, PA May 2010 – July 2012
Wealth Financial Planning Analyst
Wells Fargo Private Bank, BrynMawr, PA May 2001 – May 2010
Other Roles
EDUCATION & CERTIFICATIONS
Certified Financial Planner, CFP®
Widener University, 2013
M.S. Taxation and Financial Planning
Outstanding Graduate Student Award, March 2014
Drexel University, 2011
B.S. General Studies
