Quaker Wealth Management

Financial Advisor

Merrill Lynch

Global Wealth Management Intern

Northwestern Mutual

Specialize in assisting individuals and businesses accumulate wealth while managing risk to create financial security 
Assist in client acquisition and relationship building  
Review individuals financial situations to create goals and objectives 
Develop personal planning analyses to create recommendations based on specific financial needs

Financial Representative

Transtar Moving Systems

Assisted in residential, commercial, government, military and corporate relocation

Helper

A&M Landscaping

Promoted company through local advertising to acquire 26 year- round clients
Purchased commercial lawn equipment
Acted as primary laborer along with fellow co-owner
Employed eight students as workers
Supervised work sites for fall/spring cleanups, mulching ect.
Served as secondary company accountant, keeping track of billing, revenues, expenses using microsoft excel behind fellow co-owner
Handled complaints from customers
Maintained client relationships and assisted in new client acquisition

Co-Owner

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Entrepreneurship, Public Speaking, Time Management, Teamwork, and Leadership. Strong finance professional with a Bachelor’s Degree focused in finance from La Salle University.

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