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Greater Cleveland’s Quality Staffing Leader

A Portfolio Administrator with an MBA from Cleveland State in 2004.  She has a BA in Finance, Cum Laude from BW in 2003.  Additionally, she has passed her Series 6 and 7 exams .

Since 1994, she has been working as a Registered Investment Advisor.  She started as a Customer Service Rep for 3 years and then promoted to Staff Accountant for 6 years.

Since 2003, she has been a Portfolio Administrator.

She is a friendly, energetic person who is ready for a new challenge.

  Please contact us about Candidate #18877

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