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Work Background
Philadelphia Financial Services LLCMember
May. 2024Philadelphia , PAHelp companies get to Nasdaq or NYSE. Consult on M&A and Capital Markets
Alto Financial GroupBusiness Owner
Oct. 2023 - May. 2024Greater PhiladelphiaEducating the education industry on financial alternatives.
Devon Insurance Trust LLCCEO
Aug. 2020Devon, PAFull service internet based insurance agency
Stomata , LLCCFO
Jun. 2020 - Sep. 2022Colorado Springs, COOnly CBG company with 0% THC in the United States that is providing wellness benefits for arthritis, Crohns, anxiety, depression.
Stifel Financial Corp.Senior Vice President/Investments - Stifel
Jan. 2004 - Jan. 2017Conshohocken, PennsylvaniaSuperb regional brokerage firm, 17 consecutive years record earnings. Excelled at Financial Consultancy in suburban Philadelphia . Strong presentation skills coupled with effective portfolio management. Presidents Council.
Janney Montgomery Scott LLCVice President/Investments
Jan. 1997 - Jan. 2004Berwyn, Pennsylvania
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