I’m interested in mentoring people from:

    Steven Balch

    Ramsey, New Jersey

    Vice President - Financial Consultant

    Charles Schwab

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    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Sep 2011 – Present

    Vice President - Financial Consultant

    Charles Schwab
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    I

    Sep 2009 – Aug 2011

    Director of Operations and Marketing

    Independent Wealth Management Firm
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    F

    May 2009 – Jul 2009

    Sales Associate

    FGI Risk Services
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    Aug 2006 – May 2009

    Vice President of Peer Counselor/Teacher's Assistant for MGT

    University of Miami Business School
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    2006 – 2007

    Cutco Sales Rep, December

    Vector Marketing
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    Where I've Studied

    2009

    Bachelors, Marketing and Finance

    University of Miami

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