Location:
1224 Ford Rd, Cleveland, OH 44143
Work:
Bison Wealth Management, LLC.
- Cleveland/Akron, Ohio Area since Jan 2003
Owner
Morgan Stanley
Jul 1995 - Jan 2003
Financial Advisor
Education:
John Carroll University 2006 - 2006
Canisius College 1987 - 1991
B.S., Finance and French
Skills:
Life Insurance, 401K, Mutual Funds, Iras, Retirement Planning, Roth Ira, Portfolio Management, Fixed Annuities, Fixed Income, 401K Rollovers, 401 Retirement Savings Plans, Financial Advisory, Insurance, Investment Advisory, Strategic Planning, Leadership, Sep Ira, Simple Ira, Variable Annuities, 529 Plans
Certifications:
Accident & Health, Variable, & Life Insurance
State of Ohio Department of Insurance, License #662553
License #662553