- President at TriCapital Advisors
- Vice President, Investments at Prudential Securities, Inc.
- Vice President, Investments at E.F. Hutton and Co.
- Chartered Retirement Planning Counselor, CRPC®
- Certified Fund Specialist, CFS®
- Registered Fiduciary, RF™
- Trustee and Board Member, University of Maryland College Park Foundation
- Trustee, Steben Select Multi Strategy Funds
Lehigh University, Bethlehem, PA
BA, Political Science