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Work Background
Mercer AdvisorsSenior Operations Manager
Jul. 2023Newark, Delaware, United States
Mallard Financial Partners IncChief Executive Officer
Mar. 2020 - Jul. 2023Delaware, United StatesMallard Financial Partners is a team of fee-only financial planners committed to supporting your financial journey. At Mallard Financial Partners, we pride ourselves on building financial management strategies tailored to each customer. We can customize our process to meet you where you are on your financial journey. Experience a thoughtful, attentive team dedicated to helping you plan your financial future.
Whether you’re building a tax strategy or looking to grow your nest egg, Mallard Financial Partners offers guidance to help you move toward financial security. To learn more about Mallard Financial Partners, please visit https://www.mallardfinancial.com/
Mallard Financial PartnersInvestment Analyst
Nov. 2016 - Mar. 2020Investment analysis, recommendations, and portfolio management for families, small businesses, and endowments.
J.P. Morgan Chase Card ServicesAssociate
Nov. 2013 - Nov. 2016Newark/ Wilmington, DelawareI have experience in the Private Equity Banking Services and Credit Card Recovery Management & Strategy areas. Current responsibilities include development, implementation, ownership, and oversight of new processes, policy, and procedures. By develop/executing controls and ongoing monitoring of business process health.
The Washington Group: MassMutualFinancial Adviser
Apr. 2012 - Nov. 2013Washington D.C. Metro AreaService and counsel local clients in the subjects of Insurance Needs, Wealth Management, Tax Management, Retirement Planning, and Estate Planning; with a specialty in Small Business Concerns, Risk Management, and Analytics.
ING Financial PartnersInvestment Adviser Representative
Oct. 2010 - May. 2012Greater Philadelphia AreaGenerated clients who could benefit from the process of Financial Planning. Personally fostered client relationships; and provided value to clients by sharing financial expertise and assisting in the acquisition of financial products and services.
George N. Parks Drum Major AcademyStaff Member
Jun. 2008United StatesInstruct high school student leadership workshop. Curriculum includes leadership, communication, teaching, conducting, motivation, and marching skills.
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