Resumes
Resumes
Director Of Financial Planning And Analysis
View pageLocation:
7617 Tenbury Dr, Dublin, OH 43017
Industry:
Financial Services
Work:
Total Retirement Solutions May 1, 2010 - Jun 2017
Director of Operations
Lincoln Financial Advisors Oct 2006 - Dec 2009
Financial Planner
Dublin City Schools Oct 2006 - Dec 2009
Dublin Coffman Head Boys and Girls Swim Coach
Sprint May 2000 - Dec 2001
National Accounts Data Sales Manager
Oclc 1981 - 2000
Mgr, Network Engineering
Director of Operations
Lincoln Financial Advisors Oct 2006 - Dec 2009
Financial Planner
Dublin City Schools Oct 2006 - Dec 2009
Dublin Coffman Head Boys and Girls Swim Coach
Sprint May 2000 - Dec 2001
National Accounts Data Sales Manager
Oclc 1981 - 2000
Mgr, Network Engineering
Education:
Franklin University 1994 - 1996
Master of Business Administration, Masters The Ohio State University Fisher College of Business 1979 - 1984
Bachelors, Bachelor of Science
Master of Business Administration, Masters The Ohio State University Fisher College of Business 1979 - 1984
Bachelors, Bachelor of Science
Skills:
Wealth Management
Securities
Strategic Financial Planning
Insurance
Series 7
Financial Analysis
Ohio Life Insurance
Asset Managment
Financial Modeling
Investments
Customer Service
Relationship Management
Securities
Strategic Financial Planning
Insurance
Series 7
Financial Analysis
Ohio Life Insurance
Asset Managment
Financial Modeling
Investments
Customer Service
Relationship Management
Languages:
English
Certifications:
Series 7
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra)