Description
Sales and marketing executive with extensive experience in asset management. Seeking to Build a business over 5-10 years and transition it for retirement.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Ubs Ag | Director, Senior Client Advisor | 2/2007 - 6/2008 |
| Pnc Wealth Management | Director, Senior Client Advisordirector, Financial Services | 2/2006 - 2/2007 |
| Valley Forge Asset Management | Vice President | 1/1992 - 1/1997 |
Accomplishments
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