EXPERIENCE
TD Wealth Management Services, Inc is an affiliate of TD Bank and has a Strategic Alliance with TD Ameritrade. TD Wealth Management Services, Inc is a growing affiliate of TD Bank and offers customers financial growth and protection solutions. TD Bank, America’s Most Convenient Bank®, is one of the 10 largest banks in the U.S., and provides customers with a full range of financial products and services at thousands of convenient locations and ATMs from Maine to Florida. Learn more by stopping in your local TD Bank store, visiting tdbank.com or check out my Resume for information related to my current role.
Clarifi is a nonprofit organization committed to contributing to lifelong financial literacy. The nonprofit organization offers one-on-one counseling as well as educational programs. Clarifi currently has 13 branch offices covering counties in Pennsylvania, New Jersey & Delaware. In 2011, Clarifi provided more than 17,000 counseling sessions and provided financial education workshops to over 5,000 local residents, in partnership with community organizations. Learn more about the organization at: http://clarifi.org. Or visit my About Me page for an introduction to my role as a Board Fellow.
UnitedHealthcare is part of a family of companies which make up UnitedHealth Group, the largest single health carrier in the United States. These companies deliver products and services to over 70million Americans, have a network of over 704 thousand physicians and health care professionals, and offer drugcare to over 13million people. Learn more at uhc.com. Or check out my Resume to learn more about my career experience with UnitedHealthcare as a financial analyst and a senior competitive intelligence analyst.