Experience

HopePHL

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Board Member

  • Sep 2019 - Present



Citizens

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Aug 2020 - May 2022



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Apr 2019 - Sep 2019



John W. Hallahan Catholic Girls' High School

• Primary and Secondary Education
• 1 - 100 Employee

• Director of Major Gifts and Annual Fund

  • Feb 2016 - Feb 2019



NW Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2010 - Feb 2016

  NW Financial is a premiere financial advisory and underwriting firm serving municipal, county and state governments. NW Financial is a premiere financial advisory and underwriting firm serving municipal, county and state governments.



PFM Asset Management LLC

• Moorestown

• Senior Managing Consultant

  • May 2001 - Dec 2009

  Provided investment advisory and money management services to NJ school districts, authorities and local governments. Provided investment advisory and money management services to NJ school districts, authorities and local governments.



Commerce Capital Markets

• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jan 1995 - Dec 2000

  Managed fixed income portfolios (bond proceeds, capital reserve and operating funds) for school districts, municipalities, authorities and counties in NJ. Managed fixed income portfolios (bond proceeds, capital reserve and operating funds) for school districts, municipalities, authorities and counties in NJ.