Work:
Bank of the West
- Denver, CO Apr 2011 - Oct 2011
-
VP, Regional Sales Manager
Fifth Third Securities
Dec 2010 - Apr 2011
-
VP, Area Investment Manager - Western Ohio
Ohio National
Dec 2005 - Jan 2009
-
Divisional Sales Manager and Relationship Manager
National City Bank
Apr 2005 - Dec 2005
-
Regional Investments Sales Manager
Nationwide Financial
Jan 2000 - Mar 2005
-
VP, Relationship Manager
McDonald Investments
Aug 1996 - Dec 1999
-
VP, Regional Sales Manager
Invest Financial
Feb 1995 - Oct 1996
-
VP, Regional Sales Manager
Education:
Miami University 1981 - 1984
Business, Marketing
Kansas State University 1980 - 1981
Skills:
Series 7, Series 8, Series 65, Series 53, Series 24
Certifications:
General Securities Principal (Series 24), Finra
General Securities Sales Supervisor (Series 9 and 10), Finra
General Securites Representative (Series 7), Finra
Uniform Securities Agent State Law Examination - (Series 63) Securities Agent, Finra
Uniform Combined State Law Examination - (Series 66) Securities Agent and Investment Adviser Representative, Finra
Municipal Securities Principal (Series 53), Finra
Life Insurance License, Colorado Division of Insurance