Sr. Director of Financial Planning
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Financial Planner with over 30 years of industry of experiences helping families fulfill their goals by protecting and growing multi-generational wealth.
Sr. Director of Financial Planning, Interchange Capital Partners, March 2022 to Present
Sr. Relationship Strategist, PNC Private Bank, May 2012 to March 2022
Sr. Investment Analyst and Wealth Planner, The Bank of New York Mellon, July 2006 to May 2012
Various Rewarding Experiences at The Bank of New York Mellon, May 1995 to July 2006
Executive Certification in Financial Planning, Duquesne University
Masters of Science in Finance, Robert Morris University
Bachelors of Science in Business Administration in Finance, Robert Morris University
