Education & Professional Training
• Penn State University Graduate
Health Planning, Administration & Pre-Med.
• Advanced Financial Planning, Donald T. Regan School of Finance, Merrill Lynch.
New York, CFP Training, SEC, NASD, Series 7, 63
• Life Insurance License:
PA, OH, NJ, GA, CA, TX, TN, VA (Former)
• Institute for Entrepreneurial Excellence, University of Pittsburgh, SBDC:
2018 Business Development, Marketing & Networking Certificate
• PPC University PPC 101:
Pay Per Click / AdWords Performance / Google Analytics Certificate
• University of Pittsburgh,
SBDC / Institute for Entrepreneurial Excellence: Problem Solvers / Decision Makers
• Duquesne University
Non-Profit Leadership Institute Pittsburgh, PA, Board Training: Certification
• The University of Pittsburgh
•• Katz Graduate of Business, (SBDC)
•• Institute for Entrepreneurial Excellence).
• New York Life Insurance Training Institute,
Insurance Sales & Distribution Certification
• Amerus Life Insurance and Financial Planning Institute,
Completion & Excellence Certification
• Financial Planning Institute
Shearson Lehman, Certification
• Donald T. Regan CFP Institute, Merrill Lynch
Pierce, Fenner & Smith, Certificates