Business Management, 1996
Financial planner and relationship manager at Credit Suisse
At Lycoming, I graduated as the valedictorian of my class.
To this day, I am one of the most decorated student-athletes from Lycoming College and I was inducted into the Warriors’ Athletic Hall of Fame in 2003, all thanks to Coach Frank Girardi.
Coach Girardi also taught me many lessons on leadership that I found invaluable in my career in business. I also gained a lot of experience from the case studies that my professors in the business department gave us.
At Credit Suisse, I now lead a team within the company’s Private Banking USA office. The best part of my job is working with a diverse set of clients. Every family has different goals and aspirations, and it is our job to help them craft a plan so their wealth has the desired impact on their family.
Since working with Credit Suisse, I was named to Philadelphia magazine’s list of 2010 FIVE STAR Wealth Managers.