Standard Bank Group
Retirement Plan Consultant
Ohio National Financial Services Jul 2017 - Sep 2018
Vp, National Sales Manager
Ohio National Financial Services Jan 2014 - Mar 2017
Vp, Divisional Sales Manager
Ohio National Financial Services Jun 2012 - Jan 2014
Regional Vice President, Group Retirement Plans
Merrill Lynch May 2007 - Aug 2012
Vice President, Retirement Plan and Annuity Specialist
Education:
University at Buffalo 1984 - 1988
Bachelors, Bachelor of Arts
Skills:
401K Retirement Plan Consulting Profit Sharing Defined Benefit 403 B Deferred Compensation Sales Presentations Financial Advisory Asset Allocation Retirement Iras Fixed Annuities Mutual Funds Investments Wealth Management Series 63 Retirement Planning Series 7 Qualified Retirement Plans Erisa Pensions Management Series 6 Defined Contribution Employee Benefits Pension Funds Trading Securities Regulation 401 Retirement Savings Plans Leadership
Certifications:
On Becoming A Moral Leader Accredited Retirement Plan Consultant Chartered Retirement Planning Counselor