Experience

Chenery Compliance Group
• United States
• Investment Management
• 1 - 100 Employee
• Compliance Officer

  • Jul 2022 - Present


CenterSquare Investment Management

• United States
• Investment Management
• 1 - 100 Employee

• Associate, Compliance & Risk Management

  • Jun 2020 - Jul 2022

• Analyst, Compliance & Risk Management

  • Mar 2016 - Jun 2020

  Support CenterSquare Compliance and Risk Management Programs with a direct reporting line to the Firm's Chief Compliance Officer.


Nationwide Investment Management Group
• Specialist Corporate Compliance

  • Feb 2015 - Feb 2016


Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Banker

  • May 2012 - Feb 2015

  Personal Banker and Business Advocate for Wells Fargo Bank, N.A. and Brokerage Associate for Wells Fargo Advisors, LLC. Location is the Collegeville Store. Work to build long-term relationships with existing and new Wells Fargo high value customers, ensure retention, and provide excellent service in all customer interactions. A banker's key responsibility is to identify and offer packaged product solutions, proactively cross-sell product solutions and services, and initiate partner referrals that meet the customer's needs and their financial goals. Alos will reach out into the community by visiting businesses, make outbound calls to customers, and conduct educational seminars in the community. Special emphasis is placed on providing customers with personal financial reviews and lending service. Continue to develop and maintain strong relationships with Wells Fargo partners to maximize customer solutions. Close partnership with Wells Fargo Advisor's Client Solutions Team and local Financial Advisors, for advisory and planning services. Show less



Westover Country Club

• United States
• Real Estate

• Service

  • Oct 2005 - Jan 2015

  Work in all departments of Club including: front of the house service, back of the house service, outside service, and banquet service. Assist to manage other employees in parties and events in banquet style service. Produce highest sales and display excellent customer service in a fast pace environment. Work with managers to assist in training of employees and have referenced many new employees for job placement. Joined Blue Tee Men’s Club to play competitive golf and spend time with members and other customers. Work with president to organize events and member outings. Show less



Local Pages Publishing, LLC

• Account Representative

  • Jun 2009 - Sep 2011

  Managed local advertising accounts with community business. Participated in regular sales meetings to discuss weekly sales, review new methods, and share current objectives. Attended different networking groups to learn new ways to market myself/company. Worked with associates to establish new forms of advertising through social media. Produced top number of sales in first publication and remained one of the top company producers. Managed my time to meet with potential customers, work with management to gain new perspectives and become a more efficient worker, and meet weekly with networking groups. Show less



American Golf Corporation

• United States
• Spectator Sports
• 400 - 500 Employee

• Outside Service- Assistant Manager

  • Jul 2008 - May 2009

  Assisted with daily operations: bag drop, tournament service, starter, range, and cart barn. Worked with Manager to organize daily objectives for other employees. Traveled to other golf courses within the corporation to promote different showcase equipment and methods of operation. Worked closely with Club Pro and observed and assisted with daily golf lessons. Assisted with daily operations: bag drop, tournament service, starter, range, and cart barn. Worked with Manager to organize daily objectives for other employees. Traveled to other golf courses within the corporation to promote different showcase equipment and methods of operation. Worked closely with Club Pro and observed and assisted with daily golf lessons.