Location:
3405 Bigelow Rd, Howell, MI 48855
Work:
Fifth Third Securities
2004 - 2006
Territory Manager | Senior Investment Consultant
Charles Schwab
2002 - 2005
Senior Investment Consultant
Messiah Capital Services
2002 - 2005
Wealth Manager | Principal
Wells Fargo
1995 - 1999
Regional Wholesaler | Financial Advisor | Manager of Training and Professional Development
Education:
Troy High School
Ohio State University
Michigan State University
The Ohio State University
Skills:
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Strategic Financial Planning, Investments, Mutual Funds, Asset Allocation, Estate Planning, Securities, Financial Advisory, Portfolio Management, Private Equity, Community Outreach, Public Speaking, Leadership Development, Training, Professional Mentoring, Sales Management, Long Term Customer Relationships, Strategic Planning, Event Planning, Non Profit Leadership, Volunteer Management, Leadership, Series 63, Entrepreneurship, Financial Services, Customer Service, Management, Retirement
Certifications:
Series 7, 63, 65, 66, Life, Health & Variable