Resumes
Resumes
Executive Vice President
View pageLocation:
11550 Old Georgetown Rd, Rockville, MD 20852
Industry:
Financial Services
Work:
Goldman Sachs Jan 2017 - Mar 2018
Investment Management Division
Vestwell Jan 2017 - Mar 2018
Executive Vice President
Securian Financial Group Aug 1, 2014 - Oct 2016
Regional Vice President
J.p. Morgan Jul 2010 - Aug 2014
Institutional Asset Management Regional Vice President
Fidelity Investments Sep 2005 - Jul 2010
Fidelity Investments Institutional Services Vice President Corporate Retirement
Investment Management Division
Vestwell Jan 2017 - Mar 2018
Executive Vice President
Securian Financial Group Aug 1, 2014 - Oct 2016
Regional Vice President
J.p. Morgan Jul 2010 - Aug 2014
Institutional Asset Management Regional Vice President
Fidelity Investments Sep 2005 - Jul 2010
Fidelity Investments Institutional Services Vice President Corporate Retirement
Education:
Gonzaga University School of Law 1994 - 1997
Doctor of Jurisprudence, Doctorates James Madison University 1989 - 1993
Bachelors, Bachelor of Business Administration, International Business
Doctor of Jurisprudence, Doctorates James Madison University 1989 - 1993
Bachelors, Bachelor of Business Administration, International Business
Skills:
Investments
401K
Series 7
Mutual Funds
Retirement Planning
Wealth Management
Series 63
Asset Allocation
Retirement
Investment Advisory
Defined Benefit
Defined Contribution
Retirement Plan Consulting
Alternative Investments
Series 65
401K
Series 7
Mutual Funds
Retirement Planning
Wealth Management
Series 63
Asset Allocation
Retirement
Investment Advisory
Defined Benefit
Defined Contribution
Retirement Plan Consulting
Alternative Investments
Series 65
Languages:
French