Location:
1500 Autumn Ridge Rd, Louisville, KY 40242
Work:
Iheartradio
Radio Host
Tkm Financial Services
President and Founder
Sterling Financial Group Ltd
Apr 2016 - Feb 2017
Principal
Stock Yards Bank & Trust
Dec 2011 - Mar 2016
Wealth Planning and Insurance Services Manager and Wealth Advisor
Ash Brokerage
Dec 2011 - Mar 2016
Independent Insurance Agent
Fifth Third Bank
Nov 2009 - Dec 2011
Wealth Management Advisor
Pnc
Jan 1993 - Nov 2009
Relationship Manager
Education:
Bellarmine University 2011 - 2012
Webster University
Master of Business Administration, Masters, Business Administration
Sullivan University
Bachelors, Bachelor of Science In Business Administration, Business Administration, Management
Cannon Financial Institute
Skills:
Wealth Management, Investments, Banking, Business Development, Financial Planning, Finance, Wealth Management Services, Customer Service, Personal Financial Planning, Public Speaking, Insurance, Relationship Management, Financial Analysis, Investment Strategies, Estate Planning, Risk Management, Wealth, Mortgage Lending, Managing Client Relationships In An Honest Manner, Portfolio Management, Interpersonal Communication Skills, Microsoft Office, Project Management, Personnel Management, Personnel Development, Management, Leadership, Strategic Planning, Retirement Planning, Investment Management, Mergers and Acquisitions, Credit, Financial Services, Loans, Asset Management, Sales, Asset Allocation, Mutual Funds, Team Building, Investment Advisory, Financial Advisory, Marketing, Equities, Long Term Care Insurance
Certifications:
Certified Financial Planner (Tm)
Certified Trust & Financial Advisor
Insurance Licensed - Life/Health/Ltc/Disability/Fix... and Indexed Annuities