Morgan Stanley Apr 2007 - Nov 2008
Financial Advisor
Merrill Lynch Apr 2007 - Nov 2008
Senior Financial Advisor, Senior Vice President
Dean Witter Reynolds Inc. Mar 1996 - Apr 2007
Financial Advisor
Education:
Indiana University 1990 - 1994
Bachelors
Skills:
Customized Wealth Planning Goals Based Asset Management Customized Investment Strategies Retirement Planning Wealth Planning and Estate Planning Services