Resumes
Resumes
President And Chief Compliance Officer
View pageLocation:
8857 Olencrest Dr, Lewis Center, OH 43035
Industry:
Financial Services
Work:
First Commonwealth Bank Mar 2017 - Aug 2017
Financial Advisor
Weiser Financial Planning Mar 2017 - Aug 2017
President and Chief Compliance Officer
State Farm Mar 2008 - Dec 2016
Regional Wholesaler and Field Sales Associate
Guardian Life Aug 2007 - Mar 2008
Regional Sales Director
Nationwide Financial Jun 2000 - Aug 2007
Wholesaler
Financial Advisor
Weiser Financial Planning Mar 2017 - Aug 2017
President and Chief Compliance Officer
State Farm Mar 2008 - Dec 2016
Regional Wholesaler and Field Sales Associate
Guardian Life Aug 2007 - Mar 2008
Regional Sales Director
Nationwide Financial Jun 2000 - Aug 2007
Wholesaler
Education:
State University of New York College at Brockport
Bachelors, Bachelor of Science, Mathematics The American College of Financial Services
Bachelors, Bachelor of Science, Mathematics The American College of Financial Services
Skills:
Financial Planning
Retirement Planning
Rollovers
Business Owner Planning
Small Business Retirement Planning
Life Transition Planning
Multi Generational Wealth Transfer
401 Retirement Savings Plans
Financial Advisory
Mutual Funds
Investments
Life Insurance
Variable Annuities
Fixed Annuities
Series 7
Series 63
Sales
Financial Services
Asset Allocation
Insurance
Term Life Insurance
Retirement Planning
Rollovers
Business Owner Planning
Small Business Retirement Planning
Life Transition Planning
Multi Generational Wealth Transfer
401 Retirement Savings Plans
Financial Advisory
Mutual Funds
Investments
Life Insurance
Variable Annuities
Fixed Annuities
Series 7
Series 63
Sales
Financial Services
Asset Allocation
Insurance
Term Life Insurance
Certifications:
Certified Financial Planner™
Certified Divorce Financial Analyst® (Cdfa®)
Chartered Financial Consultant® (Chfc®)
Chartered Life Underwriter® (Clu®)
Cfp Board
Financial Industry Regulatory Authority (Finra)
Ohio Department of Insurance
Certified Divorce Financial Analyst® (Cdfa®)
Chartered Financial Consultant® (Chfc®)
Chartered Life Underwriter® (Clu®)
Cfp Board
Financial Industry Regulatory Authority (Finra)
Ohio Department of Insurance