Raymond James May 2001 - Dec 2009
Financial Advisor
Merrill Lynch Dec 1999 - May 2002
Financial Advisor
Southwestern Advantage 1990 - 1999
Sales Consultant
Education:
The Ohio State University Fisher College of Business 2011 - 2012
Masters
Villanova University 2007 - 2007
Kent State University 1986 - 1994
Bachelors, Bachelor of General Studies, Liberal Arts, Liberal Studies
Skills:
Leadership Estate Planning Financial Advisory Six Sigma Financial Planners Income Tax Annual Giving Charitable Trusts Insurance Retirement Planning Financial Planning Investing With Clarity Wealth Management Services Portfolio Management Investments Business Analysis Planned Giving Finance Published Author 401K Strategic Planning Investment Advisory Certified Graduate Builder Financial Services Wealth Management Life Insurance Charitable Gift Planning Tax Advisory Business Planning Strategic Financial Planning High Net Worth Individuals Investment Strategies Charitable Remainder Trusts Donor Development Asset Management Private Reserve Strategy Customer Service Long Term Care Wealth Tax Preparation Biblical Teaching Donor Advised Funds Business Strategy Institutional Giving Feasibility Studies Biblically Responsible Investing Tax Returns Retirement Privatized Banking Securities
Financial Services Representative/Investment Adviser Representative at MetLife Resources
Location:
Canton, Ohio Area
Industry:
Financial Services
Work:
MetLife Resources since Feb 2009
Financial Services Representative/Investment Adviser Representative
Southwestern Consulting 2008 - 2008
Trainer
Merrill Lynch Dec 1999 - May 2002
Financial Advisor
Southwestern Company 1990 - 1999
Sales Consultant
Education:
Villanova University 2007 - 2007
Six Sigma Green Belt, Six Sigma Green Belt Certification
Kent State University 1986 - 1994
Ivanna Eudora Kean 1983 - 1993
Diploma, General
Financial Services Representative/Investment Advis... My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to... My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed to...