Location:
4785 Emerald Way, Middletown, OH
Industry:
Financial Services
Work:
Dalton Education
Cfpâ Exam Review Course Instructor
Money Education
Editing Princess
Keir Educational Resources Mar 2007 - Aug 2018
Writer and Instructor For Cfpâ Review Program
M&T Bank Feb 2003 - Apr 2012
Senior Training Specialist
Education:
The American College of Financial Services 2000 - 2010
Master of Science In Forensic Science, Masters
Hollidaysburg Area Senior High School
The American College of Financial Services
Master of Science, Masters
Penn State University
Bachelors, Bachelor of Science, Business
Skills:
Retirement Planning
Financial Planning
Wealth
Certified Financial Planner
Wealth Management
Strategic Financial Planning
Investments
Insurance
Life Insurance
Asset Allocation
Series 7
Retirement
Series 63
Estate Planning
Series 6
Personal Finance
Small Business
Fixed Annuities
Financial Planners