Jr Portfolio Manager Jr Portfolio Manager – Friedenthal Financial 2023 – present BS Finance and Economics, Babson College 2022 Holds FINRA Series 65 license (Uniform Investment Advisory Law)
Operations & Client Service Manager Operations and Client Service Manager at Friedenthal Financial 2013 – present Senior Product Specialist for Evergreen Investments / Wells Fargo 2005 – 2011 Investment Management Advisor for Wachovia Wealth Management 2004-2005 Portfolio Manager for Wachovia Wealth Management 1981 -2003 B.S. Rider University, 1981 Holds Certified Financial Planning Designation Holds FINRA Series…
Junior Portfolio Manager Junior Portfolio Manager at Friedenthal Financial 2021 – present Financial Business Analyst at Admiral Insurance 2020 – 2021 Health and Benefits Actuarial Consultant Intern at Willis Towers Watson 2019 Bachelor of Science in Statistics, The College of New Jersey, Class of 2019 Holds FINRA Series 65 (Uniform Investment Adviser Law Examination) CFA…
Investment Advisor Representative Investment Advisor Representative for Friedenthal Financial 2011-present Founding Partner EZTracker 401k, a publishing company, Ocean City 2002-present International Captain, American Airlines, 1977–2007 U.S. Air Force 1969-1974; U.S. Air Force Reserves 1980-84 Securities Broker, Prudential Securities, Philadelphia 1975-1977 B.S. Manhattan College Holds FINRA Series 65 license (Uniform Investment Advisory Law)
Investment Advisor Representative Investment Advisor Representative for Friedenthal Financial 2011-present Founding Partner EZTracker 401k, a publishing company, Ocean City 2002-present Professor West Virginia University 2002-2005; Rowan University 2005-2007 Chief Operating Officer/Principal Weightman Advertising, Philadelphia 1977–2001 Securities Broker, Prudential Securities, Philadelphia 1975-1977 B.S. Marquette University; M.B.A. Loyola University, Chicago Holds FINRA Series 65 license (Uniform Investment Advisory Law)