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Work Background
CAPTRUSTIntegration Specialist
Feb. 2023
CAPTRUSTClient Management Consultant
Mar. 2021 - Feb. 2023
PWA Wealth ManagmentFinancial Assistant
Jul. 2016 - Feb. 2023PWA Wealth Management is an Investment Management Firm catering to the needs of high net worth individuals , pension plans, and endowment funds. Our clients have the ability to access a wide range of investment opportunities including including individually managed stock and bond portfolios . The mission of the firm is to assist our clients in achieving their stated financial objectives .
Hefren-Tillotson, Inc.Operations
Oct. 2013 - Jun. 2016
SAIL Mortgage CorporationAppraisal Coordinator
Aug. 2012 - Sep. 2013Wexford, Pennsylvania
PNCCustomer Service Associate
Dec. 2010 - Jul. 2012Wexford, PennsylvaniaMaintained excellent level of customer satisfaction Received five star language award Cross selling of products on teller line
Planet FitnessAssistant General Manager
Jun. 2009 - Nov. 2010West Mifflin, Pennsylvania
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