General Motors May 1983 - Nov 1999
Human Resources Manager
Titan/Value Equities Group Sep 1989 - Sep 1997
Registered Representative
Foresters Financial Services Dec 1985 - Sep 1989
Registered Representative
Herbert Financial Group Dec 1985 - Sep 1989
Founder and Wealth Advisor
Education:
Central Michigan University 1989 - 1990
Masters, Master of Arts, Business
Northern Michigan University 1979 - 1983
Bachelors, Bachelor of Science
Southfield Lathrup High School 1975 - 1979
Southfield - Lathrup High School
Central Michigan University
Master of Science, Masters
Skills:
Strategic Planning Management Finance Wealth Management 401K Retirement Planning Investments Financial Planning Portfolio Management Equities Investment Advisory Securities Mutual Funds Fixed Annuities Iras Investment Management Human Resources Risk Management Asset Managment Investment Strategies Financial Planners Estate Planning Employee Benefits Financial Analysis Entrepreneurship Small Business Alternative Investments Wealth Strategic Financial Planning Program Management Retirement Financial Advisory Asset Allocation Financial Services Insurance Long Term Care Series 7 Series 63 Series 6 Process Improvement Finra
Interests:
Watching My Daughters Soccer Games Snow and Water Skiing
Benilde-St. Margarets High School St. Louis Park MN 1976-1980
Community:
Catherine Duffy, Kevin Murphy, Mary Johnson, Annie Prosen, Donna Hoelscher, Paula Mavison, John Weber, Mary Duffy, Sheila Burns, Corrina Colwell, Patrick Murphy, Gary Wollak