The Dmg Group at Equitable Advisors
Vice President
Mbna Jan 2004 - Sep 2007
Loan Originator
Axa Advisors Llc/The Dmg Group Jan 2004 - Sep 2007
Regional Vice President Central Region, Axa Advisors Llc and Senior Partner, the Dmg Group
Education:
Capital University 1997 - 2001
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration
Willoughby South High School 1994 - 1997
Skills:
Investment Services Financial Strategies Insurance Planning Long Term Care Planning Strategies Estate Planning Strategies Retirement Planning Business Succession Planning Client Education Tax Deferred Investment Planning 401 Distribution Planning Wealth Management Investment Needs Analysis Insurance Strategies Asset Allocation Strategies Mutual Fund Strategies Customer Service Annuity Strategies
Interests:
Family Investing Education Sports Golf All Cleveland Sports Friends
Certifications:
Series 24 Ohio Life, Health and Variable Series 7 Series 66
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