Truenorth Development Jun 2014 - Jun 2020
President and Chief Development Officer
Wells Fargo Advisors Jul 1, 2013 - Jun 1, 2014
Financial Advisor
Morgan Stanley Aug 2011 - Jul 2013
Financial Advisor
Mutual of Omaha Feb 1, 2011 - Aug 1, 2011
Medicare Supplement and Advantage and Prescription Drug Advisor
Us Army May 1, 2005 - Feb 1, 2011
Senior Operations Non-Commissioned Officer
Education:
American Military University Oct 2010
Masters, Master of Arts
American Military University 2008 - 2010
Master of Business Administration, Masters, Homeland Security
Thomas Edison State University May 2006
Bachelors, Bachelor of Arts, General Studies
Skills:
Investments Finance Retirement Mutual Funds Portfolio Management Income For Life Multi Generational Wealth Transfer Asset Allocation Insurance Wealth Management Structured Investments Real Estate Economics Banking Asset Management Investment Strategies Funding Private Equity Venture Capital Business Planning Debt and Equity Financing Real Estate Development Commercial Real Estate Seniors Housing Senior Living Communities Private Placements Strategic Planning Contract Negotiation Leadership Veterans Team Building Business Development Real Estate Negotiation Management Strategy
Interests:
Children Economic Empowerment Civil Rights and Social Action Politics Education Environment Poverty Alleviation Human Rights Arts and Culture Health
Jun 2014 to 2000 PresidentWells Fargo Advisors Indianapolis, IN Jul 2013 to Jun 2014 Financial AdvisorMorgan Stanley Wealth Management Indianapolis, IN Aug 2011 to Jul 2013 Financial AdvisorMedicare Plainfield, IN Apr 2011 to Aug 2011 Medicare & Long Term Care SolutionsUnited States Army Fort Riley, KS May 2005 to Feb 2011 Senior Operations Non-commissioned Officer
Education:
American Military University Oct 2010 MBA in Homeland Security Resource AllocationThomas Edison State College May 2006 BA in General Studies
Military:
Rank: SSG May 2005 to Feb 2011 Branch: United States ArmyL.i.location.original
Jul 2013 to 2000 Financial AdvisorMorgan Stanley Wealth Management
Aug 2011 to 2000 Financial AdvisorUnited States Army Fort Riley, KS Aug 2005 to Feb 2011United States Army
Jan 2010 to Aug 2010 Senior Operations Non-Commissioned Officer In-Charge
Education:
American Military University Charles Town, WV Aug 2010 Masters in Business AdministrationThomas Edison State College Trenton, NJ May 2006 Bachelors in General Studies
Financial Advisor | Global Wealth Management At Morgan Stanley Wealth Management