Bio
Credentials
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SERIES 63
Financial Industry Regulatory Authority (FINRA) -
SERIES 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Home Loan Consultant
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Jan 2019 - Present
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First Home Mortgage
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Timonium, MD
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Mortgage Loan Officer
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Nov 2017 - Jan 2019
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Timonium, MD
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Allrisk
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Hunt Valley, Maryland
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Tax analyst
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Dec 2014 - Nov 2017
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Hunt Valley, Maryland
ANALYZING TAXES FOR NY, IL, ID, NC, AND MNRECONCILE DAILY, WEEKLY, MONTHLY, SEMI - ANNUAL, & ANNUAL TAX REPORTSUSE MICROSOFT EXCEL TO WORK REPORTS EFFICIENTLY
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Inter-dealer Broker
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2012 - 2013
Brokered Municipal and Corporate Bonds
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inter-dealer broker
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Jul 2006 - Nov 2011
Started working in back office operations to learn the business and worked my way up to broker HG and IG corporate bonds. The desk I was on moved from Tullett to Rafferty Capital and then we moved back to Tullett in 2009.
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Education
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2002 - 2006Quinnipiac University
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2002 - 2006Quinnipiac University
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