Position:
Regional Representative at Economic Recovery Group, LLC, Regional Vice President-External Wholesaler at BFS Financial Inc., Director of Investor Relations/Independent Consultant at Redstone Technologies, LLC
Location:
Tampa/St. Petersburg, Florida Area
Work:
Economic Recovery Group, LLC
- Winter Park, FL since Jan 2013
-
Regional Representative
BFS Financial Inc.
since Jul 2010
-
Regional Vice President-External Wholesaler
Redstone Technologies, LLC
since Aug 2008
-
Director of Investor Relations/Independent Consultant
Startup Cloud Software-as-a-Service (Saas) Firm
- Tampa/St. Petersburg, Florida Area Dec 2011 - Apr 2012
-
Vice President Investor Relations
H & R Block Financial Advisors
Nov 2007 - Aug 2008
-
Associate Vice Pres
Jackson Financial Strategies, LLC
Mar 2006 - Nov 2007
-
President
Edward Jones Investments
Nov 1997 - Mar 2006
-
Investment Representative
Farina State Bank
Sep 1996 - Nov 1997
-
Assistant Cashier
Lincoln Credit Union
Aug 1992 - Sep 1996
-
Branch Manager
Education:
Eastern Illinois University 1991 - 1992
Bachelor of Science, Business; Finance
Eastern Illinois University 1990 - 1992
B. S., Finance
Lake Land College 1990 - 1991
Associate, Science; Business Administration
Skills:
Mutual Funds, Investments, Alternative Investments, Securities, Strategic Financial Planning, Equities, Series 63, Investor Relations, Financial Analysis, Asset Allocation, Asset Managment, Portfolio Management, Asset Management
Honor & Awards:
Rotary Club Paul Harris Fellow