Education & Professional Development
Bachelor of Science
in Mathematics
Lafayette College
Chartered Financial Analyst
Series 7, 24, 63 & 79
NJ Insurance Licensed - Reciprocal in all 50 states and DC
New York Society of Security Analysts, Member
in Mathematics
Lafayette College
Chartered Financial Analyst
Series 7, 24, 63 & 79
NJ Insurance Licensed - Reciprocal in all 50 states and DC
New York Society of Security Analysts, Member
CORE COMPETENCIES
- Market Analysis / Product & Solutions Innovation
- Multi-Departmental Collaboration & Leadership
- Optimizing Financial Performance / ROI
- Investor, Bank & Pension / Fund Relations
- Aligning Systems with Operational & Investment Needs
- Board & Stakeholder Presentations & Communication
- Leveraging Strategic Global Partnerships
- Securities Compliance & Regulatory Relations
- Contract Analysis, Valuation & Pricing Negotiations
