Pnc Nov 2011 - Oct 2012
Financial Advisor
Charles Schwab Nov 2011 - Oct 2012
Vice President-Financial Consultant
Cig Capital Advisors Oct 1, 2010 - Nov 1, 2011
Wealth Manager Associate
Credit Union One Jul 2009 - Jul 2010
Financial Consultant
Bmo Harris Bank Oct 2008 - May 2009
Personal Banker
Education:
Wayne State University 2009 - 2010
Master of Business Administration, Masters, Finance
Purdue University Krannert School of Management 2002 - 2005
Bachelors, Bachelor of Science, Finance
Indiana University–Purdue University Indianapolis 2000 - 2002
Skills:
Banking Corporate Finance Retirement Planning Sales Portfolio Management Investments Relationship Management Finance Financial Services Asset Managment Wealth Management Mutual Funds Outlook Microsoft Word Risk Management Credit Strategic Financial Loans Series 7 Securities