Experience

Foreside

• United States
• Financial Services
• 1 - 100 Employee

• Director-Advertising Compliance

  • Jan 2016 - Present

  * Assist with managing a team of advertising review principals.* One of the primary designers of a proprietary online workflow and record-keeping system for the review and preservation of fund marketing communications.

• Associate Director-Advertising Compliance

  • Jan 2014 - Dec 2015

  * Assisted with managing a team of advertising review principals.



Foreside Financial Group, LLC (and predecessor firms)

• Advertising Review Principal

  • Jul 1999 - Dec 2013

  * Series 7 and Series 24 registrations with a fund distributor.* Reviewed and approved marketing communications.* Wrote manuals and guidebooks.* A primary designer of a proprietary web-based workflow application for electronic review and record-keeping of fund advertising. * Series 7 and Series 24 registrations with a fund distributor.* Reviewed and approved marketing communications.* Wrote manuals and guidebooks.* A primary designer of a proprietary web-based workflow application for electronic review and record-keeping of fund advertising.



A.D. Marble & Co.

• Regional Planner

  • 1993 - 1995

  • Conducted farmland and environmental impact studies.• Co-authored farmland preservation manual for Penna. Dept. of Transportation. • Conducted farmland and environmental impact studies.• Co-authored farmland preservation manual for Penna. Dept. of Transportation.



Cultural Heritage Research Services

• Archaeologist & Researcher

  • 1988 - 1993

  * Conducted and supervised historical research and archaeological fieldwork for cultural resource impact studies.* Co-authored project reports. * Conducted and supervised historical research and archaeological fieldwork for cultural resource impact studies.* Co-authored project reports.



Temple University

• Adjunct Instructor

  • 1985 - 1988

  * Taught anthropology courses at various colleges: Temple University; Pennsylvania State University, Abington campus; Widener University; Community College of Philadelphia. * Taught anthropology courses at various colleges: Temple University; Pennsylvania State University, Abington campus; Widener University; Community College of Philadelphia.