Location:
8716 Wakefield Run, North Ridgeville, OH 44039
Work:
Tiaa
Nov 2011 - Mar 2018
Wealth Management Advisor
Merrill Lynch
Feb 2005 - Nov 2011
Senior Financial Advisor
Eastern Connecticut State University
1992 - 2004
Associate Professor of Finance
American University of Sharjah
2001 - 2003
Department Chair and Associate Professor of Finance
Union Carbide Corporation
1976 - 1987
Accountant
1976 - 1987
Client Services Coordinator
Education:
University of Connecticut 1995 - 1995
Doctorates, Doctor of Philosophy, Finance
University of Connecticut 1988 - 1988
Master of Business Administration, Masters, Finance
Miami University 1972 - 1976
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Financial Analysis, Strategic Financial Planning, Investments, Finance, Corporate Finance, Financial Reporting, Public Speaking, Asset Management, Budgets, Financial Advisory, Wealth Management, Financial Planning, Analysis, Research, Portfolio Management, Strategic Planning, Microsoft Excel, Chartered Retirement Planning Counselor, Series 7, Series 66, Budget, Powerpoint, Asset Managment