Charles Schwab
Vice President - Senior Financial Consultant
Morgan Stanley 1999 - 2002
Financial Advisor, Retirement Planning Specialist
Suntrust Bank 1997 - 1999
Suntrust Capital Markets
University of Dayton 1995 - 1997
Graduate Assistant Football Coach
Education:
University of Dayton 1991 - 1995
Skills:
Asset Allocation Investments Mutual Funds Leadership 401K Rollovers Banking and Credit Management Titling and Beneficiary Designations Charitable Giving
Certifications:
Series 7 Certified Wealth Strategist® Series 9 Series 10 Series 31 Series 63 Series 65
David Overholser (1987-1991), Scott Griffith (1984-1987), Kelly Bryson (1981-1985), Shannon King (1999-2003), Melvin Shane (1957-1960), Christy Zerkle (1993-1997)