Stifel Financial Corp. Sep 2009 - Feb 2012
Senior Vice President - Investments
Wells Fargo Advisors Sep 2009 - Feb 2012
Senior Vice President - Investment Officer
Ubs 2007 - 2009
Senior Vice President
Keybanc Capital Markets Oct 1984 - Feb 2007
Senior Vice President - Investment Broker and Financial Advisor
Lima Memorial Health System Oct 1984 - Feb 2007
Member of the Board of Directors
Education:
Bowling Green State University 1969 - 1970
Ohio Northern University 1962 - 1966
Bachelors, Bachelor of Arts, Bachelor of Science, Economics, Finance
Skills:
Investments Mutual Funds Securities Retirement Planning Financial Analysis Alternative Investments Registered Investment Advisor Bonds Fixed Income Equities Capital Markets Strategic Investment Planning Asset Allocation Finance Series 65 Leadership Team Building Series 7