Experience

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  Keen Capital, LLC

  • Doylestown, PA

  • Managing Partner & Co-Founder

    • Apr 2016 - Present
    • Doylestown, PA

    Established Keen Capital as a independent, fee-only wealth management firm dedicated to helping individuals, families, organizations, and small businesses. At Keen Capital, we work with clients to help them assess their situation and determine the best, most cost-effective strategies to help answ...

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  TIAA

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Manager, Wealth Management

    • Apr 2014 - Oct 2015

    Responsible for leading, developing, and executing a strategy to coach, strengthen, and grow a team of 33 Wealth Management Advisors in the Philadelphia market. Cultivate and implement a strategy for the team to effectively and efficiently grow their advisory practices and consistently deliver planning to clients to solve for their high net worth challenges utilizing the consultative sales process.

  • Senior Manager, Wealth Management Client Services

    • May 2011 - Apr 2014

    Lead a team of over 16 Client Relationship Consultants, located in the Princeton, NJ and Philadelphia, PA area. Created and maintained a compliant environment where team members consistently grow client relationships through sound advice and guidance.

  • Wealth Management Advisor

    • Jun 2008 - May 2011

    Provide financial planning advice and guidance to a portfolio of high net worth clients. Manage individual relationships with high net worth and affluent clients focusing on building a book of business and retaining assets.

  • Senior Consultant

    • Jul 2005 - Jun 2008

    Provide a broad range of financial consulting/planning services to our individual participants at existing higher education and non-profit institutions ensuring asset retention and growth. Counsel participants on their defined contribution plans (403b, 401a), deferred compensation plans (457b Public and Private), tax deferred annuities, and available investment options. Provide authoritative information upon which important personal financial planning decisions are based.

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  UBS Financial Services

  • Newport Beach, CA

  • Financial Advisor

    • May 2004 - Jul 2005
    • Newport Beach, CA

    Managed ongoing client development within a specified target market; this target market consists of faculty and staff of the University of California, Irvine. Worked with prospective and existing clients to determine financial needs and to build preliminary planning strategy. Consulted clients ...

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  Servite High School

  • Anaheim, CA

  • Teacher

    • Aug 1997 - May 2004
    • Anaheim, CA

    Designed curriculum and taught the following subject areas: Advanced Placement (AP) Economics, American Government, and Comparative Politics, Grade 12; College Preparatory (CP) Economics and American Government, Grade 12; College Preparatory (CP) United States History, Grade 11.