Experience

The Haverford Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• HTC

  • Jul 2017 - Present



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Sep 2014 - Jul 2017



Merrill Lynch-The Moran Group

• Wayne, PA

• New Business Coordinator

  • Aug 2005 - Aug 2014

  Effectively marketed financial services to prospective clients and implement strategies to increase breadth of existing relationships and ensure client satisfaction and retention. Effectively marketed financial services to prospective clients and implement strategies to increase breadth of existing relationships and ensure client satisfaction and retention.



Rittenhouse Capital Management

• Radnor, PA

• Investment Officer

  • Dec 1989 - Feb 1994

  Acted as a liaison between Portfolio Managers and brokerage community, responsible for developing marketing efforts and ongoing sales campaigns. Created network of key relationships with top producing financial advisors. Acted as a liaison between Portfolio Managers and brokerage community, responsible for developing marketing efforts and ongoing sales campaigns. Created network of key relationships with top producing financial advisors.