Résumé

SUMMARY OF QUALIFICATIONS

Senior wealth management professional with extensive experience servicing high net worth individuals. Proficiencies in all areas of the wealth management process including investments, tax, estate planning,
retirement planning, and risk management. Expertise in taking a holistic approach to bring together all aspects of clients’ financial lives.

PROFESSIONAL EXPERIENCE

RCL Advisors, LLC – New York, NY
Senior Manager (April 2014 – Present)
Manager (November 2009 – April 2014)

Fulfill the multifaceted role of most senior consulting staff member in the comprehensive wealth management process. Responsibilities include directly serving clients, staff development, and partaking in new business
development.

Brownson, Rehmus & Foxworth, Inc. – Tarrytown, NY
Associate (May 2007 – November 2009)

Supported one Partner in all wealth management operations, including answering client inquiries, examining portfolios, making recommendations, and acting as primary contact.

PROFESSIONAL LICENSES AND DESIGNATIONS

EDUCATION

2006 – 2007       University at Buffalo, The State University of New York
Masters of Arts – Economics

2003 – 2006       University at Buffalo, The State University of New York
Bachelors of Arts – Economics