I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price.
I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics.
I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.
Undergraduate Degree: Lebanon Valley College - Bachelor of Science, Business Administration and Management
Graduate Degree: Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Enjoy spending time with family, my dog Brooks, and watching sports. Also, love traveling and enjoying the outdoors. I have a passion for financial planning and personal finance. Fun facts: I studied abroad in Netherlands and played soccer in Spain with my college soccer team.
CLEP Introduction to Business Law
CLEP Principles of Macroeconomics
CLEP Principles of Management
CLEP Principles of Microeconomics
High School Business
High School Economics
Series 7 - General Securities Representative Exam (Stockbroker)