Position:
Senior Vice President at Duncan Financial Group
Work:
Duncan Financial Group
- Pittsburgh, Pennsylvania since Dec 2011
-
Senior Vice President
Huntington National Bank
- Greater Pittsburgh Area Jul 2007 - Nov 2011
-
Wealth Management Team Leader
Sky Bank
Jul 2000 - Jul 2007
-
VP Retirement Services
M&E Investment Group
Sep 1985 - Jul 2000
-
President
Education:
Indiana University of Pennsylvania 1980 - 1983
BA, Economics
Skills:
Sales, Investment Strategies, Coaching, Series 7, Insurance, Mutual Funds, Wealth Management, Series 6, 401k, Investments, Portfolio Management, Retirement, Retirement Planning, Series 63, Banking, Strategic Financial Planningn, Health Insurance, Asset Managment, Cross Selling, Life Insurance, Commercial Lending, Securities, Pensions