As an Associate Director, Tina is responsible for preparing account reviews and other reports for client review meetings. She works closely with the Directors of Planning and Client Services.
Tina comes to MWA with 20 years of financial industry experience, including 13 years with LaSalle Investment Management, Securities. While there, she led the firm’s RFP team, provided client service to North American Institutional clients, supervised a team of portfolio accountants, and performed compliance functions. Prior to her tenure at LaSalle Securities, she served as a Senior Fixed Income Accountant with T. Rowe Price Associates. Tina holds her Series 7 securities registration.
Education and Certifications
Bachelor’s degree in Economics from Washington College
Bachelor’s degree in Spanish from Washington College
Masters of Business Administration with a concentration in Management Studies from the Sellinger School of Business Management at Loyola University in Maryland
Series 7 and 66 securities registered
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council