Payden & Rygel
Assistant Vice President - National Accounts, Ria, Bank Trust, and Dc Services
Pnc Sep 2014 - Sep 2018
Vice President | Regional Director | External Wholesaler
Pnc Jun 2013 - Aug 2014
Hybrid Wholesaler
Pnc Apr 2012 - Jun 2013
Internal Wholesaler
Sunamerica Financial Group Jan 2011 - Apr 2012
Internal Wholesaler
Education:
Mit Sloan School of Management 2016 - 2016
John Carroll University 2002 - 2006
Bachelors, Finance
John Carroll University - Jesuit University of Cleveland 2002 - 2006
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Certified Investment Management Analyst Series 7 and Series 63 Financial Certifications Series 65 Mutual Funds Wholesale Investments Asset Managment Portfolio Management Financial Advisory Entrepreneurship Marketing Wealth Management Financial Services Strategic Financial Planning Asset Allocation Business Development Customer Relationship Management Sales Direct Sales Relationship Marketing Retirement Planning Direct Marketing Start Ups Finance Financial Analysis Securities Risk Management Insurance Microsoft Excel Sales Presentations Public Speaking Presentations Building Relationships Customer Service Leadership Team Building Accredited Investment Fiduciary Separately Managed Accounts Variable Annuities Life Accident and Health Brand Developement Relationship Management California Department of Insurance Licenses
Interests:
Children
Certifications:
Accredited Investment Fiduciary® Designation Finra Series 7, Series 63, Series 65 Licenses Certified Investment Management Analyst® License 8268Aif
Jul 2013 to 2000 Director of Business DevelopmentEmeCloud, LLC Bradenton, FL Jul 2013 to Jan 2014 Vice President of SalesZenith Infotech Ltd Cranberry, PA Jun 2006 to 2013 Senior Vice President of SalesTrend Consulting Services, Inc Eastlake, OH 2004 to 2006 Director of Business DevelopmentAccounting Software Solutions Solon, OH 2003 to 2004 Business Development ManagerPC On Call Cleveland, OH 2000 to 2003 Senior Technology Consultant/ Sales Manager ManagerICON Management Systems, LLC Strongsville, OH 1993 to 2000 PresidentTAMS SUPERMARKETS, INC Willoughby, OH 1985 to 1993 OwnerBRISTOL-MYERS Cleveland, OH 1981 to 1985 Territory Rep/Hospital Specialist/Oncology Specialist
Education:
John Carroll University Cleveland, OH Bachelor of Science in Finance
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