Jpmorgan Securities
Vice President and Supervisory Manager
Jpmorgan Chase & Co.
Private Client Advisor
Telhio Credit Union Jan 2002 - Sep 2012
Vice President, Program Manager
U.s. Bank Jan 2001 - Jan 2002
Avp, Investment Consultant
Huntington Bancshares Jan 1989 - Jan 2001
Avp, Investment Team Leader, Trust Administrator
Education:
The Ohio State University 1985 - 1991
Bachelors, Bachelor of Arts, Economics
Skills:
Leadership Microsoft Office Portfolio Management Banking Microsoft Excel Investments Private Banking Mortgage Lending Credit Retail Banking Risk Management Customer Service Financial Analysis Loans Trust Services
Fifth Third Bank
Portfolio Manager
Fifth Third Securities
Investment Representative
President Tuxedo Feb 2008 - Sep 2011
Sales Associate
Education:
Xavier University 2019 - 2019
Xavier University 2011 - 2013
Bachelors, Bachelor of Science, Corrections, Criminal Justice
Cincinnati State Technical and Community College 2009 - 2010
Elder High School 2005 - 2009
Skills:
Leadership Fraud Detection Deposit Growth Social Media Banking Risk Management Debt Consolidation Training Consumer Lending Finance Identity Fraud Customer Service Sales Check Fraud Credit Card Fraud
Interests:
Politics Children Economic Empowerment
Certifications:
Financial Industry Regulatory Authority (Finra), License Crd# 6636240 Financial Industry Regulatory Authority (Finra), License 6636240 Ohio Department of Insurance, License 1095180 Cincinnati Bar Association Nationwide Mortgage Licensing System & Registry, License Nmls Id 1218530 License Nmls Id 1218530 Notary Public License Crd# 6636240 License 6636240 License 1095180 Series 6 - Investment Company Products/Variable Contracts Representative Series 63 - Uniform Securities Agent State Law Examination Series 65 - Uniform Investment Adviser Law Examination Accident & Health Insurance License Life Insurance License Secure and Fair Enforcement For Mortgage Licensing Act (Safe Act)