Resumes
Resumes
Wealth Advisor
View pageLocation:
Cincinnati, OH
Industry:
Banking
Work:
Ameriprise Financial Services, Inc. Nov 2016 - Dec 2017
Financial Advisor, Regional Director
First Financial Bank Nov 2016 - Dec 2017
Wealth Advisor
Ubs Mar 1, 2015 - Oct 2016
Financial Advisor
Ubs Jan 2011 - Feb 2015
Director
Pnc Dec 2008 - Jan 2011
Vice President, Business Development Officer and Relationship Manager
Financial Advisor, Regional Director
First Financial Bank Nov 2016 - Dec 2017
Wealth Advisor
Ubs Mar 1, 2015 - Oct 2016
Financial Advisor
Ubs Jan 2011 - Feb 2015
Director
Pnc Dec 2008 - Jan 2011
Vice President, Business Development Officer and Relationship Manager
Education:
Youngstown State University 1982 - 1989
Skills:
Portfolio Management
Strategic Financial
Investments
Relationship Management
Business Development
Retirement
Strategic Planning
Loans
Investment Advisory
Financial Services
Wealth Management
Sales
Mutual Funds
Strategic Financial
Investments
Relationship Management
Business Development
Retirement
Strategic Planning
Loans
Investment Advisory
Financial Services
Wealth Management
Sales
Mutual Funds
Interests:
Family
Spca
Sports
Dogs
Travel
Spca
Sports
Dogs
Travel
Certifications:
Series 7
Series 66
Ohio Insurance License
District of Columbia Insurance License
Ubs Financial Services Inc. Important Notices (Link)
License 1078669
License 3082406
Finra
The Ohio Department of Insurance, License 1078669
District of Columbia Department of Insurance, Securities and Banking, License 3082406
Series 66
Ohio Insurance License
District of Columbia Insurance License
Ubs Financial Services Inc. Important Notices (Link)
License 1078669
License 3082406
Finra
The Ohio Department of Insurance, License 1078669
District of Columbia Department of Insurance, Securities and Banking, License 3082406
Director At Ubs Wealth Management
View pagePosition:
Director at UBS Financial Services
Location:
Cincinnati Area
Industry:
Financial Services
Work:
UBS Financial Services since Jan 2011
Director
PNC Institutional Investments Dec 2008 - Jan 2011
Vice President, Business Development Officer and Relationship Manager
Citigroup Global Wealth Management Dec 2004 - Jul 2008
Vice President, Lending Director
Charles Schwab Retirement Plan Services Nov 1999 - Dec 2004
Conversion Manager
Fidelity Investments Sep 1994 - Nov 1999
Relationship Manager, Retirement Plan Services
Director
PNC Institutional Investments Dec 2008 - Jan 2011
Vice President, Business Development Officer and Relationship Manager
Citigroup Global Wealth Management Dec 2004 - Jul 2008
Vice President, Lending Director
Charles Schwab Retirement Plan Services Nov 1999 - Dec 2004
Conversion Manager
Fidelity Investments Sep 1994 - Nov 1999
Relationship Manager, Retirement Plan Services
Education:
Youngstown State University 1982 - 1989
BSAS, Computer Technology, Accounting
BSAS, Computer Technology, Accounting
Skills:
Relationship Management
Strategic Planning
Strategic Planning
Certifications:
Series 7, FINRA
Series 66, FINRA
Series 66, FINRA