Location
Cincinnati, OH, US
Work
- CERTIFIED FINANCIAL PLANNER™ @ Hornor Townsend & Kent
- Private Wealth Management @ JPMorgan Chase
- Analyst and Officer @ Fifth Third Bancorp
- Financial Specialist @ Wachovia - First Union
- Capital Markets Credit @ Salomon Smith Barney
Education
- Dartmouth College
B.A.
1997 - 2001 - University of Cincinnati
Master’s Degree (Taxation, 3.9 GPA)
2015 - 2017 - Seton Hall Preparatory School
- University of Cincinnati
Master's degree (Tax Law/Taxation)
Skills
- Investments
- Estate Planning
- Financial Services
- Retirement
- Health Insurance
- Insurance
- Series 63
- Life Insurance
- Disability Insurance
- Wealth Management Services
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