Industry:
Financial Services
Work:
Raymond James
Associate Vp, Investments, Wealth Management Specialist
Raymond James
Associate Vice President, Investments
Janney Montgomery Scott Llc Jun 2001 - Jun 2006
Financial Advisor
Gruntal & Co. Sep 1996 - Jun 2001
Financial Advisor
Education:
The Ohio State University 1989 - 1991
Bachelors, Finance
The Ohio State University Fisher College of Business 1989 - 1991
Bachelors, Finance
Skills:
Portfolio Management
Financial Advisory
Securities
Investments
Microsoft Excel
Finance
Insurance
Mutual Funds
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Investment Management
Interests:
Cooking
Home Renovation
Tennis
Golf
Investment Management
Fishing