Private wealth advisor | private banking and investment group
Education
Degree:
Bachelors, Bachelor of Science
School / High School:
Missouri State University
2002 to 2006
Specialities:
Finance
Skills
Private Banking • Intergenerational Wealth Transfer • Charitable Giving • Investments • Alternative Investments • Estate Tax Planning • Pre and Post Transaction Planning For Bu... • Personal Cash Flow and Liquidity Analysis • Employee Stock Ownership Plan • Yacht Financing • Aircraft Financing • Art Collection Financing • Family Wealth Dynamics Coaching
Interests
Bakery • Weecation • Sseko Designs • The Midwestern Diner • Nonprofit Organization • Website • Junk A Haulics • Hurts Donut • Media/News Company • Barbecue Restaurant • Athlete • Climate Ride • Timothy Olson • Waste Management Company • Kansas City • Buckingham Smokehouse Bar B Q • Clothing (Brand)
Industries
Financial Services
Resumes
Private Wealth Advisor | Private Banking And Investment Group
Bank of America Merrill Lynch
Private Wealth Advisor | Private Banking and Investment Group
J.p. Morgan Aug 2011 - Jul 2017
Vice President
Northwestern Mutual Oct 2005 - Aug 2011
Financial Representative
Education:
Missouri State University 2002 - 2006
Bachelors, Bachelor of Science, Finance
Skills:
Private Banking Intergenerational Wealth Transfer Charitable Giving Investments Alternative Investments Estate Tax Planning Pre and Post Transaction Planning For Business Owners Personal Cash Flow and Liquidity Analysis Employee Stock Ownership Plan Yacht Financing Aircraft Financing Art Collection Financing Family Wealth Dynamics Coaching
Interests:
Bakery Weecation Sseko Designs The Midwestern Diner Nonprofit Organization Website Junk A Haulics Hurts Donut Media/News Company Barbecue Restaurant Athlete Climate Ride Timothy Olson Waste Management Company Kansas City Buckingham Smokehouse Bar B Q Clothing (Brand)