Location:
15004 Riverdale Dr east, Carmel, IN 46032
Work:
Seeking Next Opportunity--New Career Position
Financial Planning Analyst, Strategic Planning, Budgeting, Project Management
Mhs Indiana
Mar 2018 - Sep 2018
Financial Analyst Ii
The Peterson Group
May 2016 - Nov 2017
President
Garrett-Stotz Company
Jan 2014 - Apr 2016
Account Manager
City Securities Corporation
Feb 2012 - Jan 2014
Account Manager
Pillar Group Risk Management, Inc.
Dec 1989 - Nov 2010
Executive Vice President
Bank One
1987 - 1989
Account Development - Institutional Investment
Traub and Company
1986 - 1987
Trader - Taxable Fixed Income Securities
American Fletcher National Bank/Bank One
1983 - 1986
Commercial Loan Officer
Seaboard Surety Company
1981 - 1983
Account Executive
Education:
Villanova University 2016 - 2016
Butler University 1984 - 1987
Master of Business Administration, Masters, Finance
Indiana University - Kelley School of Business 1977 - 1981
Bachelors, Bachelor of Science, Finance
North Central High School 1974 - 1977
Skills:
Commercial Insurance, Surety Bonds, Insurance, Underwriting, Property and Casualty Insurance, Risk Management, Workers Compensation, Professional Liability, Financial Services, General Insurance, D&O, Legal Liability, Life Insurance, Sales, Brokers, Employment Practices Liability, Liability, Strategic Planning, Casualty, Umbrella Insurance, Health Insurance, Investments, Mortgage Lending, Commercial Lines, 401K, Team Building, Casualty Insurance, Bonds, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Word, Microsoft Outlook, Public Speaking, Data Analysis
Interests:
Education
Economic Empowerment
