Undergraduate Courses:
BUS 101 Financial Accounting
BUS 200 Managerial Accounting
BUS 205 Fraud Examination
BUS 225 Insurance & Risk Management
BUS 227 Financial Services
BUS 250 Accounting Principles
BUS 330 Student Managed Investment Portfolio
BUS 390 YouTube Monetization
BUS 400 Cost Accounting
BUS 406 Investment & Portfolio Management
SM 410 Current Issues in Sport Management
BUS 410 Financial Analysis
BUS 411 Corporate Finance
BUS 438 Business Seminar (Capstone)
BUS 431 Entrepreneurship
BUS 441 Business Internship
BUS 450 Organizational Leadership
HCS 410 Healthcare Organization & Administration
Master Level Graduate Courses:
ED 510 Applications of Education Research (Widener University)
MBA 500 Strategic Planning
MBA 510 Managerial Accounting
MBA 530 Corporate Finance
MBA 590 Travel Course to Cuba
MBA 590 Student Managed Investment Portfolio
MBA 593 Economics and Finance
MBA 600 Quantitative Methods
MBA 612 School Finance
MED 611 School Finance
MBA 620 Managerial Economics
MBA 630 Managerial Finance
MBA 640 Not for profit & Government Accounting
MBA 675 Strategy Formulation and Implementation
MBA 680 Executive Leadership (Capstone)
NUR 525 Financial Management for Healthcare Leaders
COR 500 Communication & Information Literacy
PHD Level Graduate Courses:
ED 710 Educational Statistics (Widener University)
ED 711 Advanced Research Methods (Widener University)
PHD 709 Organizational Analysis: Culture, Theory and Change Strategies
PHD 815 Economic Development of Organizations
PHD 821 Organizational Policy & Finance
Noble Schools, LLC (Houston, Tx.)
Courses Completed:
- Employee Benefits, 2018
- Noble Annuities, 2017
- Long Term Care Refresher, 2016
- Need Analysis, 2016
- Life, Health & Contracts, 2016
- Long Term Care Update, 2016
- Annuities, 2013
- Consumer Protections I, 2013
- Guide to Health Insurance, 2013
- Life & Health Insurance Principles, 2013
- Life Policies I, 2013
- Long Term Care, 2013
- Planning for Senior Needs, 2013
American College (Bryan Mawr, Pa.)
Currently Enrolled in Chartered Financial Consultant curriculum (ChFC)
Courses Completed:
- HS 352 Financial Decisions - Retirement, 2008
- HS 328 Investments, 2003
- HS 326 Planning for Retirement Needs, 2003
- HS 322 Financial Systems in the Eco., 2003
- HS 318 Insurance & Financial Planning, 2000
- HS 321 Income Taxation, 2000
AIG/AGSI (Houston, Tx.)
Annual completion of NASD compliance training (Series 7)
Courses completed:
- Anti-Money Laundering for Securities, 2008
- Sales Practice Manual Certification, 2008
- FINRA Annual Compliance Meeting, 2008
- FINRA Regulatory Element Training, 2008
- FINRA 2821 Varaible Annuity Training, 2008
- Adv. Concepts in Anti-Money Laundering, 2007
- Daily Ethical Dilemmas- Code of Conduct, 2007
- Retirement Planning for Seniors, 2007
- Retirement Plan Rollovers, 2007
- Annual Compliance Meeting, 2006
- Sale of Variable Annuities to Seniors, 2006
- Life Insurance and Annuity Replacement, 2006
- Anti-Money Laundering Update, 2006
- The SEC’s New Books and Records Rules, 2006
- The New Rules for IRA Distributions, 2005
- Individual Retirement Accounts, 2005Electronic Communications, 2005
- Ethical Conduct in Financial Services, 2005
- NASD Annual Compliance Meeting, 2005
- NASD Regulatory Element Training, 2004
- Anti-Money Laundering Update, 2004
- Breakpoints (Mutual Funds), 2004
- Customer Identification Procedures, 2004
- Customer Communication II – Series 7, 2004
- NASD Annual Compliance Meeting, 2003
- Preventing & Detecting Money Laundering 2, 2003
- Customer Communications, 2003
- Market Conduct, 2003
- Preventing & Detecting Money Laundering, 2002
- Mutual Funds (Advanced), 2002
- Act 529 Plans & Other College Savings, 2002
- NASD S101 Regulatory Element, 2001
- Mutual Fund Switching /. 1035 Exchanges, 2001
- Variable Annuity Sales Practices, 2001
- Regulatory Compliance / Sales Standards, 2001
- Communications with the Public, 2001
National Institute of Health
Office of Human Subjects Research
Protecting Human Research Participants, 2008, 2015
Certificate 325935