Fifth Third Bank Aug 2013 - Oct 2014
Senior Private Banker
Fifth Third Bank Aug 2013 - Oct 2014
Senior Vice President
Td 2012 - 2013
Vice President
Suntrust Bank 1999 - 2012
Private Wealth Management, Managing Director; Market President, East Central Florida
Pnc 1989 - 1999
Vice President, Manager Commercial Lending
Education:
University of Delaware
University of Central Florida
Skills:
Investment Advisory Portfolio Management Wealth Management Services Commercial Lending Asset Allocation High Net Worth Individuals Financial Planning Investment Strategies Certified Financial Planner Series 7 Financial Advisory Series 24 Finra Private Banking Series 6 Investment Management Retirement Planning Banking Series 63 Series 66 Series 26 Nmslr Registration