I am a graduate of Muhlenberg College. I received my Bachelor of Arts in Business Management. I am also a graduate of American Military University, where I completed my MBA with a concentration in Finance. Currently, I am attending Regent School of Education, pursuing a Doctorate in Higher Education Leadership & Management. Additional education, includes formally holding 6 FINRA licenses (2 principal licenses), as well as Certified Retirement Plan Counselor (CRPC) & the Accreditate Asset Management Specialist (AAMS).
During my 26-year career in Financial Services and Managerial Finance, I became very passionate about teaching people about money and finance. The first 20 years of my career were spent in the Financial Services industry, holding several positions, including Assistant Vice President of Dealer Marketing, Sr. Compliance Representative, and having my own investment practices. For the last 6 years, I have running the financial department for several non-profit organizations. I am a firm believer in never stop learning as well as being able to adapt to the changing working landscape. I love music as well as live sound. Every week I am a live sound engineer for various non-profit organizations. I have also traveled down to South America, training musicians and live sound engineers.
Education & Certification
Undergraduate Degree: Muhlenberg College - Bachelor in Arts, Business Administration and Management
Graduate Degree: American Public University System - Masters in Business Administration, Finance
Teaching, Live Sound Engineering, the Stock Market, and basketball.
Series 7 - General Securities Representative Exam (Stockbroker)