Pershing Advisor Solutions LLC, a BNY Mellon company
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Pershing Advisor Solutions LLC, a BNY Mellon company Employees
Pershing Advisor Solutions LLC, a BNY Mellon company February 2012 - Present
Pershing Advisor Solutions LLC, a BNY Mellon company April 2007 - February 2012
Pershing Advisor Solutions LLC, a BNY Mellon company September 2004 - April 2007
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Pershing Advisor Solutions LLC, a BNY Mellon company June 2008 - Present
Pershing Advisor Solutions LLC, a BNY Mellon company June 2005 - May 2008
Pershing Advisor Solutions LLC, a BNY Mellon company April 2004 - May 2005
Pershing Advisor Solutions LLC, a BNY Mellon company February 2002 - April 2004
Pershing LLC July 2001 - February 2002
Skills
Series 7, New Business Development, Series 63, Consultative Selling, Building Customer..., Contract Negotiations, Solution Selling
Education
St. Peter's University 2003 — 2005
Master of Business Administration, Finance
Penn State University 1997 — 2001
Bachelor of Science, Management
Pershing, a BNY Mellon Company July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company October 2006 - June 2011
TD Ameritrade March 2003 - September 2006
TD Waterhouse August 1998 - March 2003
Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities
Education
Ohio Wesleyan University 1994 — 1998
BA, Economics Management
Woodstock Academy 1990 — 1994
Pershing Advisor Solutions LLC, a BNY Mellon company December 2009 - Present
Merrill Lynch January 2008 - December 2009
Merrill Lynch September 2006 - December 2007
Merrill Lynch May 2005 - September 2006
Skills
Series 7, Series 24, Series 63, CAMS
Education
Florida State University 2000 — 2005
BA, Finance and Marketing
Fluent Technologies, Inc. 2015 - Present
Independent Consultant - Financial Services 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company 2005 - 2011
Scudder Investments 2000 - 2003
Scudder Investments 1996 - 2000
Skills
Business Relationship..., Series 7, Securities, Series 63, Mutual Funds, Retirement Planning, Investment Management, Wealth Management, Equities, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA (Magna Cum Laude)
College of the Holy Cross 1988 — 1992
Bachelor of Arts (BA), Economics
Boston Latin School 1982 — 1988