Market Street Advisors
Industry: Company
DescriptionFounded: 2000
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Market Street Advisors Employees
Employee
Years
Job
Industry
Ryan Concordia Ryan Concordia's Market Street Advisors Experience July 2013 - September 2013
Job Financial Associate
Industry Capital Markets
Experience
School District of Hillsborough County August 2015 - Present
Morgan, Lewis & Bockius LLP October 2013 - August 2014
Market Street Advisors July 2013 - September 2013
Seminole Hard Rock Hotel & Casino Tampa April 2008 - June 2013
SEI September 2007 - December 2007
Skills
Credit, Gaming, Training, Poker, Casino, Trading, Management, Securities, Analysis, Team Building, Customer Service, Marketing
Education
Drexel University - LeBow College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
School District of Hillsborough County August 2015 - Present
Morgan, Lewis & Bockius LLP October 2013 - August 2014
Market Street Advisors July 2013 - September 2013
Seminole Hard Rock Hotel & Casino Tampa April 2008 - June 2013
SEI September 2007 - December 2007
Skills
Credit, Gaming, Training, Poker, Casino, Trading, Management, Securities, Analysis, Team Building, Customer Service, Marketing
Education
Drexel University - LeBow College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
nicole focht nicole focht's Market Street Advisors Experience October 2013 - February 2014
Job Receptionist & customer Service Rep.
Industry Consumer Services
Experience
DuPont April 2014 - June 2014
Market Street Advisors October 2013 - February 2014
Glen Mills June 2010 - July 2013
Glen Mills golf course 2010 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Internet Explorer, Customer Service, Phone Etiquette, Hospitality, Office Management, Call Centers, Microsoft Word, Office Administration, Cashiering, Retail, Spreadsheets, Facebook, Sales, Windows 7, Team Building, Team Leadership, Fax, Customer Experience, Clerical Skills, Lotus Notes, Invoicing, Administration, Teamwork, Administrative..., Outlook, Data Entry, Telephone Skills, Time Management, Customer Satisfaction
Education
Cabrini College 2009 — 2012
3 years completed, Criminology
Interboro Highschool 2004 — 2008
DuPont April 2014 - June 2014
Market Street Advisors October 2013 - February 2014
Glen Mills June 2010 - July 2013
Glen Mills golf course 2010 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Internet Explorer, Customer Service, Phone Etiquette, Hospitality, Office Management, Call Centers, Microsoft Word, Office Administration, Cashiering, Retail, Spreadsheets, Facebook, Sales, Windows 7, Team Building, Team Leadership, Fax, Customer Experience, Clerical Skills, Lotus Notes, Invoicing, Administration, Teamwork, Administrative..., Outlook, Data Entry, Telephone Skills, Time Management, Customer Satisfaction
Education
Cabrini College 2009 — 2012
3 years completed, Criminology
Interboro Highschool 2004 — 2008
Jason Cho Jason Cho's Market Street Advisors Experience April 2014 - Present
Job Operations Analyst at Market Street Advisors
Industry Financial Services
Experience
Market Street Advisors April 2014 - Present
Mercedes-Benz of Fort Washington September 2011 - December 2012
Munchies Cafe May 2009 - July 2010
Ridge Pike Car Wash August 2008 - December 2009
Skills
PowerPoint, Microsoft Office, Time Management, Management, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Outlook, Social Media, Research, Public Speaking, Finance, Event Planning
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Valley Forge Military Academy & College 2007 — 2008
Market Street Advisors April 2014 - Present
Mercedes-Benz of Fort Washington September 2011 - December 2012
Munchies Cafe May 2009 - July 2010
Ridge Pike Car Wash August 2008 - December 2009
Skills
PowerPoint, Microsoft Office, Time Management, Management, Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Outlook, Social Media, Research, Public Speaking, Finance, Event Planning
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Valley Forge Military Academy & College 2007 — 2008
Jackie Willse Jackie Willse's Market Street Advisors Experience December 2008 - August 2009
Job Project Manager at Clayton Homes
Industry Real Estate
Experience
Clayton Homes October 2013 - Present
Wilmington Young Professionals Network February 2009 - Present
Design Perfection March 2013 - October 2013
Mattress Capital December 2010 - March 2013
Robin Robinson for District Court Judge February 2010 - January 2011
Market Street Advisors December 2008 - August 2009
Market Street Advisors December 2008 - August 2009
Dormia Mattress July 2006 - August 2008
Skills
Social Media, Marketing Strategy, Social Media Marketing, Sales Management, Retail, Event Planning, Excel, Event Management, Microsoft Excel, Customer Service, Relationship Management, Microsoft Word, Training, Online Marketing, Wedding Coordinating, Wedding Planning, Weddings, Multi-unit Retail..., Inventory Management, Business Networking, Blogging, Social Networking, Marketing Communications, Business Development, Marketing, Advertising, B2B, Public Relations, Sales, New Business Development, Management, Small Business, Trade Shows, Microsoft Office, Email Marketing, Entrepreneurship
Education
BS-NCSU
North Carolina State University
Clayton Homes October 2013 - Present
Wilmington Young Professionals Network February 2009 - Present
Design Perfection March 2013 - October 2013
Mattress Capital December 2010 - March 2013
Robin Robinson for District Court Judge February 2010 - January 2011
Market Street Advisors December 2008 - August 2009
Market Street Advisors December 2008 - August 2009
Dormia Mattress July 2006 - August 2008
Skills
Social Media, Marketing Strategy, Social Media Marketing, Sales Management, Retail, Event Planning, Excel, Event Management, Microsoft Excel, Customer Service, Relationship Management, Microsoft Word, Training, Online Marketing, Wedding Coordinating, Wedding Planning, Weddings, Multi-unit Retail..., Inventory Management, Business Networking, Blogging, Social Networking, Marketing Communications, Business Development, Marketing, Advertising, B2B, Public Relations, Sales, New Business Development, Management, Small Business, Trade Shows, Microsoft Office, Email Marketing, Entrepreneurship
Education
BS-NCSU
North Carolina State University
Mark Adelman Mark Adelman's Market Street Advisors Experience April 2014 - December 2014
Job Analyst at Hamilton Lane
Industry Venture Capital & Private Equity
Experience
Hamilton Lane December 2014 - Present
Market Street Advisors April 2014 - December 2014
Franklin and Marshall College June 2012 - May 2013
Skills
Microsoft Office, Economics, Research, Teamwork, Customer Service, Stata, Social Media, Data Analysis, Statistics, Econometrics, SPSS, PowerPoint, Microsoft Excel
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Graduate of Franklin & Marshall College
Central Bucks High School West
Hamilton Lane December 2014 - Present
Market Street Advisors April 2014 - December 2014
Franklin and Marshall College June 2012 - May 2013
Skills
Microsoft Office, Economics, Research, Teamwork, Customer Service, Stata, Social Media, Data Analysis, Statistics, Econometrics, SPSS, PowerPoint, Microsoft Excel
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Graduate of Franklin & Marshall College
Central Bucks High School West
R. Todd Berlacher R. Todd Berlacher's Market Street Advisors Experience August 2011 - December 2012
Job Peer Trainer at Advantage Sales & Marketing
Industry Investment Management
Experience
Advantage Sales & Marketing September 2014 - Present
Advantage Sales & Marketing February 2014 - September 2014
Working in the Schools (WITS) March 2013 - November 2013
Market Street Advisors August 2011 - December 2012
Skills
Alternative Investments, ETFs, Portfolio Management, Asset Allocation, Back Office, Mutual Funds, Securities, Wealth Management, Asset Management, Financial Services, Finance, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Banking, Trading, Account Reconciliation
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Sports Management
Advantage Sales & Marketing September 2014 - Present
Advantage Sales & Marketing February 2014 - September 2014
Working in the Schools (WITS) March 2013 - November 2013
Market Street Advisors August 2011 - December 2012
Skills
Alternative Investments, ETFs, Portfolio Management, Asset Allocation, Back Office, Mutual Funds, Securities, Wealth Management, Asset Management, Financial Services, Finance, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Banking, Trading, Account Reconciliation
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Sports Management
Bryan Dori Bryan Dori's Market Street Advisors Experience June 2011 - January 2015
Job President & CEO at Archer
Industry Financial Services
Experience
Archer January 2015 - Present
Market Street Advisors June 2011 - January 2015
Market Street Advisors December 2008 - June 2011
Market Street Advisors October 2007 - December 2008
SEI 2005 - October 2007
SEI Investments 2003 - 2005
SEI Investments 2002 - 2003
SEI Investments 2001 - 2002
SEI Investments 2000 - 2001
SEI Investments 1999 - 2000
Skills
Mutual Funds, Securities, Financial Services, ETFs, Equities, Product Management, Relationship Management, Product Development, Due Diligence, Vendor Management, Business Strategy, Executive Management, Process Improvement, Business Development, New Business Development, Separately Managed..., Trading Systems, Strategy, Middle Office, Corporate Actions, Bonds, Fixed Income, Start-ups, Management, Outsourcing, Outsourcing Management, Financial Advisory, Analysis, Finance, Operations Management, Client Services, Funding
Education
Rider University 1994 — 1998
BS, Business Management and Organizational Behavior
The Hun School of Princeton 1987 — 1993
Archer January 2015 - Present
Market Street Advisors June 2011 - January 2015
Market Street Advisors December 2008 - June 2011
Market Street Advisors October 2007 - December 2008
SEI 2005 - October 2007
SEI Investments 2003 - 2005
SEI Investments 2002 - 2003
SEI Investments 2001 - 2002
SEI Investments 2000 - 2001
SEI Investments 1999 - 2000
Skills
Mutual Funds, Securities, Financial Services, ETFs, Equities, Product Management, Relationship Management, Product Development, Due Diligence, Vendor Management, Business Strategy, Executive Management, Process Improvement, Business Development, New Business Development, Separately Managed..., Trading Systems, Strategy, Middle Office, Corporate Actions, Bonds, Fixed Income, Start-ups, Management, Outsourcing, Outsourcing Management, Financial Advisory, Analysis, Finance, Operations Management, Client Services, Funding
Education
Rider University 1994 — 1998
BS, Business Management and Organizational Behavior
The Hun School of Princeton 1987 — 1993
Cheri Griffiths's Market Street Advisors Experience August 2008 - May 2012
Job Managing Director at Emerging Growth Equities
Industry Investment Banking
Experience
Palladiem, LLC January 2012 - February 2014
Market Street Advisors August 2008 - May 2012
Geewax, Terker & Co. October 1998 - August 2008
Skills
ETFs, Equities, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Portfolio Management
Education
Saint Joseph's University 1997 — 2000
M.B.A, Concentration in Finance
Villanova University 1989 — 1996
Bachelor of Science, Accounting
Palladiem, LLC January 2012 - February 2014
Market Street Advisors August 2008 - May 2012
Geewax, Terker & Co. October 1998 - August 2008
Skills
ETFs, Equities, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Portfolio Management
Education
Saint Joseph's University 1997 — 2000
M.B.A, Concentration in Finance
Villanova University 1989 — 1996
Bachelor of Science, Accounting
Heather Gormley Heather Gormley's Market Street Advisors Experience September 2013 - July 2014
Job Portfolio Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Andrea Morton Andrea Morton's Market Street Advisors Experience March 2010 - September 2010
Job Accounting at Alaimo Group
Industry Chemicals
Experience
Alaimo Group October 2014 - Present
Barnell Inc April 2011 - October 2014
Market Street Advisors March 2010 - September 2010
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Office, Microsoft Word, Spreadsheets, Office Administration, Data Entry, PowerPoint, Customer Service, Invoicing, Travel Arrangements, Microsoft Publisher, Executive Level..., Inventory Management, File Management, Accounts Payable, General Ledger, Calendars, Budgets, Receptionist Duties, Accounts Receivable, Switchboard Operator, Office Equipment, QuickBooks, Calendaring, Expenses, Account Reconciliation, Team Building, Administration, Payroll, Sales, Expense Reports, Telephone Skills, Executive Support, Insurance, Meeting Scheduling, Employee Relations, Confidentiality, Event Planning, Strategic Planning, Management, Social Media
Education
Archbishop Ryan High School 1986 — 1990
Community College of Philadelphia
Alaimo Group October 2014 - Present
Barnell Inc April 2011 - October 2014
Market Street Advisors March 2010 - September 2010
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Office, Microsoft Word, Spreadsheets, Office Administration, Data Entry, PowerPoint, Customer Service, Invoicing, Travel Arrangements, Microsoft Publisher, Executive Level..., Inventory Management, File Management, Accounts Payable, General Ledger, Calendars, Budgets, Receptionist Duties, Accounts Receivable, Switchboard Operator, Office Equipment, QuickBooks, Calendaring, Expenses, Account Reconciliation, Team Building, Administration, Payroll, Sales, Expense Reports, Telephone Skills, Executive Support, Insurance, Meeting Scheduling, Employee Relations, Confidentiality, Event Planning, Strategic Planning, Management, Social Media
Education
Archbishop Ryan High School 1986 — 1990
Community College of Philadelphia
Robert Sheahan's Market Street Advisors Experience October 2010 - March 2011
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Tim Henry's Market Street Advisors Experience June 2006 - April 2011
Job Experienced Managed Money Professional at Independent Consultant
Industry Financial Services
Experience
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Joe Kilgallon's Market Street Advisors Experience August 2011 - August 2013
Job Protective. Removable. Limitless.
Industry Financial Services
Experience
Kustom Koatingz January 2013 - Present
Forefront Analytics, LLC August 2013 - August 2014
Market Street Advisors August 2011 - August 2013
PPB Advisors LLC June 2007 - August 2011
Complexity Solutions January 2004 - July 2011
Skills
Wealth Management, Asset Managment, Alternative Investments, Mutual Funds, Hedge Funds, High Net Worth..., Investment Advisory, Finance, Marketing, Portfolio Management, Equities, Series 7, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Investments, Business Development, Fixed Income, Securities, Entrepreneurship, Financial Advisory
Education
Rider University 2004 — 2008
BS, Finance
Kustom Koatingz January 2013 - Present
Forefront Analytics, LLC August 2013 - August 2014
Market Street Advisors August 2011 - August 2013
PPB Advisors LLC June 2007 - August 2011
Complexity Solutions January 2004 - July 2011
Skills
Wealth Management, Asset Managment, Alternative Investments, Mutual Funds, Hedge Funds, High Net Worth..., Investment Advisory, Finance, Marketing, Portfolio Management, Equities, Series 7, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Investments, Business Development, Fixed Income, Securities, Entrepreneurship, Financial Advisory
Education
Rider University 2004 — 2008
BS, Finance
Terry Soffera's Market Street Advisors Experience September 2013 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
David Zhong's Market Street Advisors Experience May 2011 - October 2011
Job Financial Intelligence Unit at Capital One
Industry Financial Services
Experience
Capital One October 2014 - Present
KPMG December 2013 - August 2014
Vanguard July 2013 - October 2013
ABA2DAY Behavioral Services May 2012 - October 2012
Market Street Advisors May 2011 - October 2011
Skills
Anti Money Laundering, Data Quality Control, Management Consulting, Criminal Investigations, AML, KYC, OFAC, CIP, Risk Management, Risk Analysis, Portfolio Management, Stock Market Analysis, Asset Allocation, Operations Management, Customer Service, Public Relations, Marketing Strategy, Microsoft Word, Microsoft Excel
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Upper Merion High School 2005 — 2009
Capital One October 2014 - Present
KPMG December 2013 - August 2014
Vanguard July 2013 - October 2013
ABA2DAY Behavioral Services May 2012 - October 2012
Market Street Advisors May 2011 - October 2011
Skills
Anti Money Laundering, Data Quality Control, Management Consulting, Criminal Investigations, AML, KYC, OFAC, CIP, Risk Management, Risk Analysis, Portfolio Management, Stock Market Analysis, Asset Allocation, Operations Management, Customer Service, Public Relations, Marketing Strategy, Microsoft Word, Microsoft Excel
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Upper Merion High School 2005 — 2009
John Maresca's Market Street Advisors Experience April 2012 - August 2012
Job Advisory Network at SEI
Industry Financial Services
Experience
SEI August 2015 - Present
First Niagara Bank June 2014 - May 2015
BBCG Productions April 2014 - June 2014
Wells Fargo September 2012 - December 2013
Market Street Advisors April 2012 - August 2012
ING Financial Partners February 2011 - February 2012
SolomonEdwards June 2009 - February 2011
Education
Bryant University 2004 — 2008
Bachelor’s Degree, Accounting and Finance
SEI August 2015 - Present
First Niagara Bank June 2014 - May 2015
BBCG Productions April 2014 - June 2014
Wells Fargo September 2012 - December 2013
Market Street Advisors April 2012 - August 2012
ING Financial Partners February 2011 - February 2012
SolomonEdwards June 2009 - February 2011
Education
Bryant University 2004 — 2008
Bachelor’s Degree, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY