• Market and Economic Analysis • Financial Planning Specialist • Sarbanes-Oxley (SOX) Compliance Trained • GAAP Standards Trained • 5 years of Staff Management • Project Management Experience • Corporate Financial Analysis & Reporting • Series 7 National Investment License • Series 66 National Investment License • Series 31 National Investment License • Life & Health Insurance License Specialties Middleburg Community Center Treasurer – Executive Board Member The Hill School Alumni Association Board Member read more ...
  • investments
  • management consulting
  • Mercersburg Academy
  • Lynchburg College
  • Consultant At Kpmg

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