Corporate Benefits & Retirement Services, Vice President
- Manager of Retirement Plans Division for Edelman Financial Services. Investment Advisor to corporate retirement plans.
- Planning Specialist at Financeware Inc. Designed and reviewed financial plans for advisors and retirement plans for companies.
- Financial Analyst at Marsh USA. Provided budgeting and forecasting analysis to office manager.
- Registered Representative at Mass Mutual. Sold life Insurance and mutual funds.
- Chartered Retirement Plans Specialist
- Bachelor of Arts in Public Policy, College of William & Mary
- Master of Science in Business Finance, Virginia Commonwealth University
- 804.616.3415 Office
- 804.337.3066 Mobile