Director, Northwestern Mutual Granum Center for Financial Security
Associate Professor of Financial Planning
Jarrett L. Davis Distinguished Professor of Financial Planning Technology
The American College of Financial Services
Waddell & Reed, Inc.
O. Alfred Granum Chair in Management
Wealth Management Advisor
Executive Director, Penn Mutual Center for Veterans Affairs
Northwestern Mutual – The Greater NY Group
LPL Registered Principal
Capital Intelligence Associates, Inc.
Vice President, Market Strategy, Education and Promotion
Assistant Vice President – Marketing