Marshall Financial Group
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Marshall Financial Group Employees
Employee
Years
Job
Industry
Brittanie Gioioso Brittanie Gioioso's Marshall Financial Group Experience October 2013 - March 2014
Job WorkLife Programs Manager at Johns Hopkins University
Industry Human Resources
Experience
Johns Hopkins University March 2014 - Present
Marshall Financial Group October 2013 - March 2014
Susan G. Komen for the Cure, Maryland Affiliate August 2010 - September 2013
Faction Media July 2009 - August 2010
International Rescue Committee January 2008 - July 2009
Court Appointed Special Advocate (CASA) January 2008 - September 2008
Skills
Public Relations, Community Outreach, Educational Programs, Event Planning, Customer Service, Editing, Nonprofits, Marketing, Community Development, Fundraising, Non-profits, Public Speaking
Education
Boise State University 2005 — 2008
Bachelor of Arts, Mass Communication/Journalism
Macquarie University 2006 — 2006
Study Abroad
Johns Hopkins University March 2014 - Present
Marshall Financial Group October 2013 - March 2014
Susan G. Komen for the Cure, Maryland Affiliate August 2010 - September 2013
Faction Media July 2009 - August 2010
International Rescue Committee January 2008 - July 2009
Court Appointed Special Advocate (CASA) January 2008 - September 2008
Skills
Public Relations, Community Outreach, Educational Programs, Event Planning, Customer Service, Editing, Nonprofits, Marketing, Community Development, Fundraising, Non-profits, Public Speaking
Education
Boise State University 2005 — 2008
Bachelor of Arts, Mass Communication/Journalism
Macquarie University 2006 — 2006
Study Abroad
Thomas Donnelly Thomas Donnelly's Marshall Financial Group Experience March 1990 - February 1992
Job Reviewer at Minnesota Cup Business Plan Competition
Industry Internet
Experience
OptiMine Software, Inc. January 2014 - Present
Minnesota Cup - Business Plan Competition May 2000 - Present
Management Consultant May 2013 - January 2014
Digital River February 2011 - April 2013
Digital River February 2005 - August 2011
Net Perceptions February 1997 - November 2004
Independant Financial Consultant June 1995 - February 1997
Medical Documenting Systems, Inc. February 1992 - June 1995
Marshall Financial Group March 1990 - February 1992
Staats International, Inc. July 1986 - February 1990
Skills
Mergers & Acquisitions, Strategy, Cross-functional Team..., E-commerce, SaaS, Start-ups, Business Development, Business Planning, Leadership, Strategic Planning, Enterprise Software, Strategic Partnerships, Venture Capital, Finance, Product Management, Analysis, Budgets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Leadership and Strategic Impact, Business
St. Olaf College 1982 — 1986
Economics
OptiMine Software, Inc. January 2014 - Present
Minnesota Cup - Business Plan Competition May 2000 - Present
Management Consultant May 2013 - January 2014
Digital River February 2011 - April 2013
Digital River February 2005 - August 2011
Net Perceptions February 1997 - November 2004
Independant Financial Consultant June 1995 - February 1997
Medical Documenting Systems, Inc. February 1992 - June 1995
Marshall Financial Group March 1990 - February 1992
Staats International, Inc. July 1986 - February 1990
Skills
Mergers & Acquisitions, Strategy, Cross-functional Team..., E-commerce, SaaS, Start-ups, Business Development, Business Planning, Leadership, Strategic Planning, Enterprise Software, Strategic Partnerships, Venture Capital, Finance, Product Management, Analysis, Budgets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Leadership and Strategic Impact, Business
St. Olaf College 1982 — 1986
Economics
Paul Spranklin Paul Spranklin's Marshall Financial Group Experience July 2013 - Present
Job Financial Advisor at The Marshall Financial Group
Industry Financial Services
Experience
Marshall Financial Group July 2013 - Present
The Prudential Insurance Company of America August 2011 - July 2013
The Marshall Financial Group May 2010 - January 2011
Columbia Association 2004 - 2010
Skills
Life Insurance, Insurance, Portfolio Management, Financial Analysis, Disability Insurance, Data Analysis, Wealth Management, Finance, Team Leadership, Microsoft Office, Financial Advisory, Asset Allocation, Investment Advisory, Estate Planning, Series 6, Asset Management, Securities
Education
St. Mary's College of Maryland 2007 — 2011
B.A., Economics
Marshall Financial Group July 2013 - Present
The Prudential Insurance Company of America August 2011 - July 2013
The Marshall Financial Group May 2010 - January 2011
Columbia Association 2004 - 2010
Skills
Life Insurance, Insurance, Portfolio Management, Financial Analysis, Disability Insurance, Data Analysis, Wealth Management, Finance, Team Leadership, Microsoft Office, Financial Advisory, Asset Allocation, Investment Advisory, Estate Planning, Series 6, Asset Management, Securities
Education
St. Mary's College of Maryland 2007 — 2011
B.A., Economics
Sherry Bridell Sherry Bridell's Marshall Financial Group Experience March 1998 - January 2004
Job Sr. Treasury Analyst at St. Jude Medical
Industry Medical Devices
Experience
St. Jude Medical September 2010 - Present
ADC Telecommunications, Inc. January 2004 - September 2010
Marshall Financial Group March 1998 - January 2004
CHS Inc June 1993 - March 1998
Skills
Sarbanes-Oxley Act, Cash Management, Finance, Internal Controls, Accounting, SAP, Account Reconciliation, Process Improvement, Banking, Cash Flow Forecasting, Strategy, Treasury, Analysis, Payroll, Management, Fixed Assets, Payments, Working Capital..., Investments, Credit, Treasury Management, Financial Analysis, Project Management, Hyperion Enterprise, Mergers
Education
St. Cloud State University 2011 — 2013
MBA
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor of Science, Business; International Business
Macquarie University, Sydney, Australia 1991 — 1991
International Business
St. Jude Medical September 2010 - Present
ADC Telecommunications, Inc. January 2004 - September 2010
Marshall Financial Group March 1998 - January 2004
CHS Inc June 1993 - March 1998
Skills
Sarbanes-Oxley Act, Cash Management, Finance, Internal Controls, Accounting, SAP, Account Reconciliation, Process Improvement, Banking, Cash Flow Forecasting, Strategy, Treasury, Analysis, Payroll, Management, Fixed Assets, Payments, Working Capital..., Investments, Credit, Treasury Management, Financial Analysis, Project Management, Hyperion Enterprise, Mergers
Education
St. Cloud State University 2011 — 2013
MBA
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor of Science, Business; International Business
Macquarie University, Sydney, Australia 1991 — 1991
International Business
Jennifer Vo's Marshall Financial Group Experience October 2014 - Present
Job Accountant
Industry Accounting
Experience
NaLa Design LLC, Willow Brook Crossing Home Owners Association January 2015 - Present
Marshall Financial Group October 2014 - Present
Sun-isp August 2014 - Present
McNeese State University January 2014 - July 2014
CHRISTUS Health November 2013 - April 2014
McNeese State University August 2009 - December 2011
McNeese State University June 2008 - August 2009
Beef Jerky Productions February 2006 - March 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Management, Customer Service, QuickBooks, Analysis, Finance, Business Service..., Research, Teamwork, Public Speaking, Customer Satisfaction, Microsoft Word, Social Media, English, Microsoft SQL Server, ATX Software for tax..., Microsoft Dynamics GP, Time Management, Budgets, Auditing, Financial Statements
Education
McNeese State University 2013 — 2014
Master's Degree, Business Administration and Management
McNeese State University 2008 — 2012
Bachelor's Degree, Business Administration and Management
NaLa Design LLC, Willow Brook Crossing Home Owners Association January 2015 - Present
Marshall Financial Group October 2014 - Present
Sun-isp August 2014 - Present
McNeese State University January 2014 - July 2014
CHRISTUS Health November 2013 - April 2014
McNeese State University August 2009 - December 2011
McNeese State University June 2008 - August 2009
Beef Jerky Productions February 2006 - March 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Management, Customer Service, QuickBooks, Analysis, Finance, Business Service..., Research, Teamwork, Public Speaking, Customer Satisfaction, Microsoft Word, Social Media, English, Microsoft SQL Server, ATX Software for tax..., Microsoft Dynamics GP, Time Management, Budgets, Auditing, Financial Statements
Education
McNeese State University 2013 — 2014
Master's Degree, Business Administration and Management
McNeese State University 2008 — 2012
Bachelor's Degree, Business Administration and Management
Angeline Nichols's Marshall Financial Group Experience June 2010 - October 2010
Job Recent College Graduate at Oakland University
Industry Higher Education
Experience
Oakland University Independent Beauty ConsultantMary Kay Inc.April 2014 - Present
AMC Theatres March 2012 - August 2015
Dehem Family October 2013 - May 2014
Dehem Family October 2010 - September 2013
Ristorante Di Fratelli August 2007 - December 2010
Marshall Financial Group June 2010 - October 2010
Education
Oakland University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
Oakland University Independent Beauty ConsultantMary Kay Inc.April 2014 - Present
AMC Theatres March 2012 - August 2015
Dehem Family October 2013 - May 2014
Dehem Family October 2010 - September 2013
Ristorante Di Fratelli August 2007 - December 2010
Marshall Financial Group June 2010 - October 2010
Education
Oakland University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
Gina Price Peters Gina Price Peters's Marshall Financial Group Experience April 2005 - October 2008
Job Director at Wells Fargo Healthcare Corporate Banking
Industry Financial Services
Experience
Wells Fargo - Healthcare Corporate Banking December 2014 - Present
Wells Fargo - Healthcare Corporate Banking October 2012 - December 2014
Wells Fargo - Corporate Banking February 2011 - October 2012
Wells Fargo Energy Group September 2009 - February 2011
Palladium Capital Partners, LLC November 2008 - July 2009
Marshall Financial Group April 2005 - October 2008
Marshall Financial Group April 2005 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Business Administration, Finance & Management
Wells Fargo - Healthcare Corporate Banking December 2014 - Present
Wells Fargo - Healthcare Corporate Banking October 2012 - December 2014
Wells Fargo - Corporate Banking February 2011 - October 2012
Wells Fargo Energy Group September 2009 - February 2011
Palladium Capital Partners, LLC November 2008 - July 2009
Marshall Financial Group April 2005 - October 2008
Marshall Financial Group April 2005 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Business Administration, Finance & Management
Aneish Arora, CAIA's Marshall Financial Group Experience 2005 - 2006
Job Senior Vice President, Consultant at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group January 2015 - Present
Meketa Investment Group January 2012 - December 2014
Meketa Investment Group April 2006 - December 2011
Marshall Financial Group 2005 - 2006
Commerce Capital Markets, Inc. 2002 - 2005
Skills
Asset Allocation, Relationship Management, Investments, Mutual Funds, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Management, Strategy, Financial Services, Hedge Funds, Investment Management, Equities, Financial Advisory, Alternative Investments, Investment Strategies, Institutional..., Pension Funds, Investment Advisory, Bonds, Derivatives, Client Services, Finance, Pensions, Portfolio Optimization
Education
Temple University - Fox School of Business and Management 2001 — 2004
BA, Finance
Franklin & Marshall College 1998 — 2002
Economics
The Episcopal Academy 1994 — 1998
High school
Meketa Investment Group January 2015 - Present
Meketa Investment Group January 2012 - December 2014
Meketa Investment Group April 2006 - December 2011
Marshall Financial Group 2005 - 2006
Commerce Capital Markets, Inc. 2002 - 2005
Skills
Asset Allocation, Relationship Management, Investments, Mutual Funds, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Management, Strategy, Financial Services, Hedge Funds, Investment Management, Equities, Financial Advisory, Alternative Investments, Investment Strategies, Institutional..., Pension Funds, Investment Advisory, Bonds, Derivatives, Client Services, Finance, Pensions, Portfolio Optimization
Education
Temple University - Fox School of Business and Management 2001 — 2004
BA, Finance
Franklin & Marshall College 1998 — 2002
Economics
The Episcopal Academy 1994 — 1998
High school
Donald R. Scholz, MBA's Marshall Financial Group Experience October 1995 - Present
Job Certified Financial Planner & Chief Investment Officer at Marshall Financial Group (Fee Only)
Industry Financial Services
Experience
Marshall Financial Group October 1995 - Present
Skills
Portfolio Management, Equities, Investments, Fixed Income, Financial Modeling, Asset Management, Capital Markets, Valuation, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Risk Management, Securities, Bloomberg, Strategic Financial..., Goal Setting, Retirement Planning
Education
Drexel University - College of Business and Administration 1980 — 1982
Master of Business Administration (MBA), Finance, General
St. Pius X Seminary 1973 — 1977
Bachelor of Arts (BA), Philosophy
Marshall Financial Group October 1995 - Present
Skills
Portfolio Management, Equities, Investments, Fixed Income, Financial Modeling, Asset Management, Capital Markets, Valuation, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Risk Management, Securities, Bloomberg, Strategic Financial..., Goal Setting, Retirement Planning
Education
Drexel University - College of Business and Administration 1980 — 1982
Master of Business Administration (MBA), Finance, General
St. Pius X Seminary 1973 — 1977
Bachelor of Arts (BA), Philosophy
Kenny B. Bauer Kenny B. Bauer's Marshall Financial Group Experience January 1997 - Present
Job Certified Financial Planner™ (Fee Only) at Marshall Financial Group
Industry Financial Services
Experience
Marshall Financial Group January 1997 - Present
Marin County District Attorney's Office 1994 - 1997
Marin County 1991 - 1993
Centura Software / Gupta Technologies 1988 - 1991
California Federal Savings 1986 - 1988
California Alumni Association June 1982 - September 1985
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Investment Management
Education
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts (BA), Business Economics
University of California, Berkeley 1981 — 1982
Economics
University of California, Berkeley 1980 — 1981
Civil Engineering
Marshall Financial Group January 1997 - Present
Marin County District Attorney's Office 1994 - 1997
Marin County 1991 - 1993
Centura Software / Gupta Technologies 1988 - 1991
California Federal Savings 1986 - 1988
California Alumni Association June 1982 - September 1985
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Investment Management
Education
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts (BA), Business Economics
University of California, Berkeley 1981 — 1982
Economics
University of California, Berkeley 1980 — 1981
Civil Engineering
William G. Love William G. Love's Marshall Financial Group Experience May 2004 - Present
Job Certified Financial Planner at Marshall Financial Group (Fee Only)
Industry Financial Services
Experience
Marshall Financial Group May 2004 - Present
TD Waterhouse June 2001 - May 2004
Merrill Lynch July 1998 - June 2001
Vanguard March 1998 - July 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies
Education
Lasalle University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Bucks County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
FPA Residency
Penn State Great Valley
Quick Start- Passion to Payoff
iPEC - PSig
iPEC Mt Laural
Marshall Financial Group May 2004 - Present
TD Waterhouse June 2001 - May 2004
Merrill Lynch July 1998 - June 2001
Vanguard March 1998 - July 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies
Education
Lasalle University 1995 — 1997
Bachelor of Business Administration (BBA), Finance
Bucks County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
FPA Residency
Penn State Great Valley
Quick Start- Passion to Payoff
iPEC - PSig
iPEC Mt Laural
Hilary Pawsey's Marshall Financial Group Experience 1992 - 1996
Job Executive Consultant at Watermarq Consulting
Industry Management Consulting
Experience
Watermarq Consulting April 2015 - Present
Capital One August 2012 - March 2015
Vodafone January 2012 - July 2012
Xpertfind.com January 2009 - September 2011
Capital One 1999 - September 2008
Marshall Financial Group 1992 - 1996
ESG, Colorado, USA 1991 - 1992
Prudential 1990 - 1991
Skills
Credit Cards, Management, Analytics, Financial Services, Marketing, Finance, Strategy
Education
University of Warwick - Graduate Business School 1997 — 1998
MBA, Masters of Business Administration, Distinction
Lancaster University 1987 — 1990
BSc, Economics
Watermarq Consulting April 2015 - Present
Capital One August 2012 - March 2015
Vodafone January 2012 - July 2012
Xpertfind.com January 2009 - September 2011
Capital One 1999 - September 2008
Marshall Financial Group 1992 - 1996
ESG, Colorado, USA 1991 - 1992
Prudential 1990 - 1991
Skills
Credit Cards, Management, Analytics, Financial Services, Marketing, Finance, Strategy
Education
University of Warwick - Graduate Business School 1997 — 1998
MBA, Masters of Business Administration, Distinction
Lancaster University 1987 — 1990
BSc, Economics
Sheryl Parks's Marshall Financial Group Experience 2015 - Present
Job CFP®, Financial Advisor at Marshall Financial Group
Industry Financial Services
Experience
Marshall Financial Group 2015 - Present
Community College of Baltimore County 1988 - Present
Skills
Financial Advisor, Certfied Financial..., Personal Financial..., Wealth Management..., Retirement Planning, College Education..., Public Speaking, Higher Education
Education
Loyola University Maryland 1984 — 1985
Master of Science (M.S.), Finance
Marshall Financial Group 2015 - Present
Community College of Baltimore County 1988 - Present
Skills
Financial Advisor, Certfied Financial..., Personal Financial..., Wealth Management..., Retirement Planning, College Education..., Public Speaking, Higher Education
Education
Loyola University Maryland 1984 — 1985
Master of Science (M.S.), Finance
Paul Chin's Marshall Financial Group Experience August 2004 - January 2008
Job Senior Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2015 - Present
Grandpoint Bank 2013 - 2014
XRoads Solutions Group 2010 - 2013
Silicon Valley Bank May 2008 - January 2010
Marshall Financial Group August 2004 - January 2008
Skills
Corporate Finance, Debt Restructuring, Financial Analysis, Financial Modeling, Operational Turnaround, Valuation, Solvency, Debt & Equity Financing, Credit Analysis, Commercial Lending, Commercial Real Estate..., Renewable Energy, Mergers & Acquisitions, Alternative Fuels, Venture Financing, Venture Capital, Syndications, Business Valuation, Leveraged Finance, Due Diligence, Corporate Development, Restructuring, Project Finance, Acquisitions, Commercial Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Riverside
BS, Business Administration
FTI Consulting 2015 - Present
Grandpoint Bank 2013 - 2014
XRoads Solutions Group 2010 - 2013
Silicon Valley Bank May 2008 - January 2010
Marshall Financial Group August 2004 - January 2008
Skills
Corporate Finance, Debt Restructuring, Financial Analysis, Financial Modeling, Operational Turnaround, Valuation, Solvency, Debt & Equity Financing, Credit Analysis, Commercial Lending, Commercial Real Estate..., Renewable Energy, Mergers & Acquisitions, Alternative Fuels, Venture Financing, Venture Capital, Syndications, Business Valuation, Leveraged Finance, Due Diligence, Corporate Development, Restructuring, Project Finance, Acquisitions, Commercial Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Riverside
BS, Business Administration
Paul R. Ekholm's Marshall Financial Group Experience October 2005 - 2006
Job Partner at Linea Resources, LLC
Industry Financial Services
Experience
Linea Resources, LLC April 2013 - Present
Lafayette Bay Financial Services, LLC July 2012 - 2014
Presidium 2010 - July 2012
OSM 2009 - July 2011
BankFirst 2009 - 2009
BankFirst 2001 - 2009
Marshall Financial Group October 2005 - 2006
Skills
Loan Servicing, Loans, Portfolio Management, Asset Managment, Banking, Risk Management, Underwriting, Financial Analysis, Capital Markets, Commercial Lending, Credit, Real Estate Economics, Investments, Valuation, Credit Analysis, Due Diligence, Investment Banking, Financial Modeling, Commercial Banking, Liquidity Management, Credit Risk, Corporate Finance, Asset Management, Private Equity, Financial Services, Structured Finance, Commercial Real Estate, Equities, Financial Structuring, Finance, Loan Origination
Education
St. Olaf College 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
St. Olaf College 1972 — 1976
Bachelor's degree, English Language and Literature, General
Linea Resources, LLC April 2013 - Present
Lafayette Bay Financial Services, LLC July 2012 - 2014
Presidium 2010 - July 2012
OSM 2009 - July 2011
BankFirst 2009 - 2009
BankFirst 2001 - 2009
Marshall Financial Group October 2005 - 2006
Skills
Loan Servicing, Loans, Portfolio Management, Asset Managment, Banking, Risk Management, Underwriting, Financial Analysis, Capital Markets, Commercial Lending, Credit, Real Estate Economics, Investments, Valuation, Credit Analysis, Due Diligence, Investment Banking, Financial Modeling, Commercial Banking, Liquidity Management, Credit Risk, Corporate Finance, Asset Management, Private Equity, Financial Services, Structured Finance, Commercial Real Estate, Equities, Financial Structuring, Finance, Loan Origination
Education
St. Olaf College 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
St. Olaf College 1972 — 1976
Bachelor's degree, English Language and Literature, General
Robert McDevitt's Marshall Financial Group Experience August 2002 - April 2004
Job CPA, MST, CFP
Industry Packaging and Containers
Experience
Drug Plastics and Glass Co., Inc. May 2004 - Present
Marshall Financial Group August 2002 - April 2004
KPMG December 1998 - July 2002
Skills
CPA, SEC filings
Education
Widener University 2000 — 2003
Masters of Science, Taxation
Saint Joseph's University 1984 — 1988
1988, Accounting
Drug Plastics and Glass Co., Inc. May 2004 - Present
Marshall Financial Group August 2002 - April 2004
KPMG December 1998 - July 2002
Skills
CPA, SEC filings
Education
Widener University 2000 — 2003
Masters of Science, Taxation
Saint Joseph's University 1984 — 1988
1988, Accounting
Charlotte A. Pakan's Marshall Financial Group Experience September 2013 - September 2013
Job Structured Asset Management, Inc. Paoli, PA
Industry Financial Services
Experience
Structured Asset Management, Inc. October 2013 - Present
Marshall Financial Group September 2013 - September 2013
Chestnut Investment Advisory August 2013 - August 2013
Thrivent Financial July 2013 - July 2013
Skills
Thoughtful, Critical..., Strategic Financial..., Creative Problem Solving, Attention to Detail, Leadership, Self-starting
Education
Villanova University
Master of Arts, Education Administration
The American College
Master of Science (MSFS), Financial Services
Concordia University Chicago
Bachelor of Arts, Master of Arts, Elementary Education
Structured Asset Management, Inc. October 2013 - Present
Marshall Financial Group September 2013 - September 2013
Chestnut Investment Advisory August 2013 - August 2013
Thrivent Financial July 2013 - July 2013
Skills
Thoughtful, Critical..., Strategic Financial..., Creative Problem Solving, Attention to Detail, Leadership, Self-starting
Education
Villanova University
Master of Arts, Education Administration
The American College
Master of Science (MSFS), Financial Services
Concordia University Chicago
Bachelor of Arts, Master of Arts, Elementary Education