Position:
Partner at Summit Strategic Planning, Director Investments at Oppenheimer & Company Inc, 200 Park Ave, NY NY
Location:
Blue Bell, Pennsylvania
Industry:
Financial Services
Work:
Summit Strategic Planning - Blue Bell Pa since Nov 2012
Partner
Oppenheimer & Company Inc, 200 Park Ave, NY NY since 2012
Director Investments
Vantage Point Bank & Financial Services Jan 2011 - Dec 2011
Senior Vice President Marketing & Distribution
Concentrix Wealth Advisors LLC Jan 2005 - Jan 2011
Principal & Managing Partner
Amerus Group Jan 2003 - Dec 2004
VP Eastern Territory
Education:
University of Pennsylvania 1998 - 2005
Master of Science, Organizational Dynamics
Skills:
Fundraising
Marketing Strategy
Public Speaking
Marketing Communications
Team Building
Insurance
Business Strategy
New Business Development