WELLS FARGO ADVISORS, LLC - Cleveland, Ohio since May 2012
Vice President, Financial Advisor
Morgan Stanley Smith Barney Jan 2010 - Dec 2011
Vice President, Regional Wealth Advisory Consultant
FirstMerit Bank 2005 - 2009
Private Banker
FirstMerit Bank Jul 2005 - Dec 2009
Vice President
CFP®, FirstMerit Wealth Management Services Jul 2005 - Dec 2009
Wealth Advisor
Education:
Kent State University 1981 - 1986
BBA, Marketing
Immaculate Heart of Mary School Endowment Board, Cuyahoga
President
Kent State University
BBA, Marketing
May 2012 to 2000 Vice President, Financial Advisor, CFP Global Private ClientMORGAN STANLEY SMITH BARNEY Akron, OH Jan 2010 to Dec 2011FIRSTMERIT Bank, N.A Akron, OH Jul 2005 to Dec 2009 Vice President, Private Banker and Certified Wealth AdvisorFIRSTMERIT Bank, N.A
2008 to 2008 #1 Private Banker in Akron regionMERRILL LYNCH Akron, OH Nov 1999 to Jul 2005 Financial Advisor, CFM, CFPMERRILL LYNCH
2002 to 2002 Graduated Professional Development ProgramKEY BANK
Nov 1998 to Nov 1999 Financial AdvisorKEY BANK Cleveland, OH Jan 1989 to Nov 1999KEY BANK
Jan 1996 to Nov 1998 Private Banking Relationship ManagerKEY BANK Brunswick, OH Aug 1994 to Jan 1996 Branch ManagerKEY BANK
Jan 1989 to Aug 1994 Retail Sales
Education:
Kent State University Kent, OH 2003 BBA in Marketing
Youtube
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