My full-time focus is to assist all medical students and their families with counseling and financial planning during and after their med-school years. Currently I am developing a financial literacy and debt management curriculum to cover the four years of medical school as well as provide one-on-one counseling to the entire medical school student body. This is designed to address the student’s entire financial picture beyond financial aid so as to stay on track as they pursue their education, residency and practice.

As the Director of Financial Planning, I coordinate all the financial planning activities around our existing and new clients with regards to their retirement needs, estate tax scenarios, cash flow analysis, insurance and education planning as well as asset management and investment research. I am also a Chartered Life Underwriter (CLU) as well as Certified College Planning Specialist (CCPS) and I am an active member of the Financial Planning Association.

Managed new client financial planning activities as well as insurance and estate planning case designs. Constructed investment allocation models, directed Due Diligence Committee efforts involving stock selection and investment providers, and served as point of contact for all current clients, new prospects, and generated leads. Oversaw trading, stock research, data transmissions, and vendor sourcing while supervising a staff.• Reduced sub-account trade execution time 50% by restructuring investment provider communications.• Decreased volatility & enhanced performance by adding foreign investment options to investment models.• Improved client management efforts by implementing centralized database tying client data with investment and tax information.

Developed new client relationshipsIndividually tailored comprehensive financial plansDesigned and facilitated seminars and workshops

Developed and delivered over 400 limited-engagement financial plans to clients nationwide representing $500+ million in investment assets by providing asset allocation investment advice in a tax-efficient, diversified, and risk reduced manner while addressing retirement, estate, and education planning needs.Enhanced management assignment and resource allocation through development of unique workflow tracking process. Trained new planners on investment planning and client service techniques. Presented financial planning topics in a live format to 401(k) participants (both group and individual settings). Introduced education planning and cash flow projection components to investment plans.

Coordinated Transfer Pricing among Advanta's core product lines (Consumer Credit, Mortgage, Business Leasing).

Ran multi-million dollar national and international purchasing initiatives across multiple products and services.

Responsible for Reg D. filing of all finanical institutions in the Third Federal Reserve District providing reliable data for the foundation of the money supply data. Lead credit card analyst on Reg D filing of credit card institutions in the state of Delaware.