Work:
Oppenheimer & Co. Inc - Jenkintown, PA Oct 2011 to Jan 2012
CLIENT SERVICE ASSOCIATE
Pershing Managed Account Solutions - Malvern, PA May 2010 to Sep 2010
MONEY MANAGER SUPPORT/DATA ADMIN SPECIALIST
PFM Advisors, a division of PFM Asset Management LLC - Philadelphia, PA Feb 2008 to Dec 2009
SENIOR FINANCIAL CONSULTANT
Pitcairn Trust Company - Jenkintown, PA Oct 2000 to Jan 2008
VICE PRESIDENT / SR. ACCOUNT MANAGER
The Niemeyer Group - Cynwyd, PA, US Nov 1999 to Oct 2000
FINANCIAL CONSULTANT / FINANCIAL PLANNING
Hamilton Lane Advisors, Inc - Cynwyd, PA, US Apr 1999 to Nov 1999
ASSOCIATE / PRIVATE EQUITY CLIENT SERVICE
Lehman Brothers Inc - New York, NY May 1995 to Feb 1999
CLIENT SERVICE ASSOCIATE / PRIVATE CLIENT SERVICES
Education:
RUTGERS UNIVERSITY - New Brunswick, NJ Sep 1988 to May 1993
BA in Sociology