Position:
Investment Executive at Raymond James Financial Services
Work:
Raymond James Financial Services
- Harrodsburg, KY since Jul 2012
Investment Executive
Ameriprise Financial Services, Inc.
- Louisville, Kentucky Area Nov 2008 - Jul 2012
Business Financial Advisor
UBS Financial Services
Jan 2006 - Nov 2008
Financial Advisor / Corporate Stock Option Manager
Harrodsburg Rotary
2006 - 2008
Member
Merrill Lynch
Oct 2004 - Jan 2006
Financial Advisor / CFM - Certified Financial Manager
Education:
Sullivan University 2003 - 2004
Naval Nuclear Power School 1985 - 1987
Boyle County High School 1980 - 1985
Interests:
People, Soccer, Golf, Reading, and downtime.
Honor & Awards:
2006 New Financial Advisor of the Year -- UBS Financial Services
Certifications:
Series 7
Series 66
Kentucky Life and Health Insurance