Raymond James & Associates, Inc. - Covington, KY since Feb 2013
First Vice President
Morgan Keegan & Co., Inc. since Oct 2007
First Vice President, Investment Management Consultant
UBS Financial Services, Inc. Nov 2004 - Oct 2007
First Vice President, Financial Consultant
Citigroup Smith Barney Sep 1988 - Oct 2004
First Vice President, Senior Portfolio Manager
Education:
University of Cincinnati 1974 - 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 - 1974
Skills:
Investments Portfolio Management Wealth Management Alternative Investments Investment Strategies Asset Allocation Financial Advisory Series 7 Securities Finance Insurance Business Analysis Change Management Retirement Planning Mergers and Acquisitions Investment Management Mutual Funds Investment Advisory
Interests:
Golf Markolitics Architectual and Landscape Design Gardening