Lpl Financial Jun 2007 - Jun 2019
Vice President, Institutional Services Division
Ameriprise Financial Services, Inc. Jun 2007 - Jun 2019
Regional Director
Lpl Financial Dec 1, 2015 - Apr 2018
Senior Vice President Independent Advisor Business Division
Lpl Financial Jun 2007 - Dec 2015
Vice President National Sales Manager
Tiaa Jun 2005 - Jun 2007
Manager
Education:
Xavier University 1998 - 2000
Master of Business Administration, Masters, Bachelors, Bachelor of Arts, Financial Management, Finance
Bowling Green State University 1988 - 1993
Bachelors, Bachelor of Science, International Business, Finance
Skills:
Investments Series 7 Wealth Management Series 24 Series 63 Financial Advisory Sales Mutual Funds Insurance Cima