Tina implements trades as directed by the wealth managers and produces client reports as part of her portfolio management and client reporting systems responsibilities. She assists in providing client servicing and administrative support.
Professional Designations
Financial Paraplanner Qualified Professional™
Read more about Tina
What's the best career advice you ever got?
I’ve had two that I try to remember – If you love what you do, you’ll never work a day in your life and Learn to work smarter, not harder. Both have served me well over the years.
Where did you grow up? Where do you live now?
I grew up in Delaware County in PA and still reside there. I moved one town over from where I grew up.
What's a destination in the world that you aspire to visit?
I have quite a few. Top 3 would be Ireland, Australia/New Zealand and Italy.
How do you caffeinate?
Coffee, lots of coffee