Suite 100
Allentown, PA 18104
toll free: 800-433-4200
fax: 610-395-0694
Financial Planning Specialist
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2003 - present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Financial Planning Specialist
Allentown, PA - 1991 - 2003: Morgan Stanley
Associate Vice President
Satellite Branch Manager, 1998 - 2002
Allentown/Quakertown, PA - 1989 - 1991: Meridian Bancorp
Corporate Loan Administration Auditor
Philadelphia, PA - B.S. - Economics, 1989
University of Pennsylvania
Philadelphia, PA - Series 7 - General Securities Representative, 1991
- Series 63 - Uniform State Exam, 1991
- Series 8 - General Securities Sales Supervisor, 1998
- Series 31 - Managed Futures & Commodities, 2002
- Series 65 - Investment Advisory Agent, 2004
- Upper Milford Youth Association
President - University of Pennsylvania Baseball Board of Directors
Board Member - University of Pennsylvania Alumni Association of the Lehigh Valley
President - St. Joseph Catholic Church
Member
Limeport, PA - Inducted into the Blue Mountain Baseball League Hall of Fame, 2004
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2004 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Allentown, PA - 1992 - 2004: Morgan Stanley
Financial Advisor
Allentown/Quakertown, PA - 1989 - 1992: Resolution Trust Corporation
Asst. Director - Operations
King of Prussia, PA - 1985 - 1989: Hill Financial
Asst. Treasurer
Red Hill, PA - BA - Finance, 1961
Lehigh University
Bethlehem, PA - Series 7 - General Securities Representative, 1992
- Series 63 - Uniform State Exam
- Upper Perkiomen Rotary Club
East Greenville, PA
