Location:
1860 Glamorgan Ln, Midlothian, VA 23113
Work:
Wells Fargo
Regional Manager of Investments and Fiduciary Services
Key
Market President
Keybank
Jul 2011 - Dec 2012
Senior Vice President, Market Manager, Key Private Bank
Keybank
May 2010 - Aug 2011
Senior Vice President, Regional Trust Manager West
Keybank
Dec 2008 - Jun 2010
Senior Vice President, Trust Officer
Emeris Trust Company
Nov 2006 - Oct 2008
President
Td
2003 - 2006
Vice President Financial Advisor
Chittenden Bank
Jan 1998 - Feb 2002
Assistant Vice President Wealth Advisor
Education:
Unh Franklin Pierce School of Law 1995 - 1998
Doctor of Jurisprudence, Doctorates, Law
Unh Franklin Pierce School of Law 1992 - 1995
Doctor of Jurisprudence, Doctorates
Castleton University 1987 - 1991
Bachelors, Bachelor of Arts, English
University of Vermont 1983 - 1985
North Shore High School 1980 - 1983
Skills:
Wealth Management, Banking, Estate Planning, Strategic Financial Planning, Credit, Investment Management, Portfolio Management, Finance, High Net Worth Individuals, Commercial Lending, Investments, Loans, Relationship Management, Wealth, Commercial Banking, Business Development, Small Business Lending, Private Banking, Credit Analysis, Financial Planners, Lines of Credit, Mortgage Lending, Financial Analysis, Consumer Lending, Asset Management, Asset Managment, Mutual Funds, Risk Management, Commercial Mortgages, Loan Origination, Sba, Financial Services, Wealth Management Services, Underwriting, Asset Allocation, Cross Selling, Construction Loans, Branch Management, Retail Banking, Treasury Management, Retirement Planning, Asset Based Lending, Cash Management, Credit Risk, Investment Advisory, Series 7, Mortgage Banking, Deposits, Financial Advisory, Series 63
Interests:
Family
Boating
Children
Education
Photography
Sailing
Golf
Arts and Culture