Experience:

• 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

Education/Certifications:

• Bachelor of Arts in Public Policy, College of William & Mary
• Master of Science in Business Finance, Virginia Commonwealth University