Professional Summary
I have over 25 years of business and entrepreneurial experience as a controller, an analyst, a consultant and as a business owner.
I am involved in a number of very related activities that benefit a wide range of clients. I work as a financial planner helping individual and business clients with financial strategies to improve their financial position in a very challenging time. I am a master networker helping business people and sales professionals to get more contacts and referrals. I help business's and professionals get found on the internet. Also, I am helping realtors and real estate brokers find income and profits were they often don't exist right now.
I am involved in a number of very related activities that benefit a wide range of clients. I work as a financial planner helping individual and business clients with financial strategies to improve their financial position in a very challenging time. I am a master networker helping business people and sales professionals to get more contacts and referrals. I help business's and professionals get found on the internet. Also, I am helping realtors and real estate brokers find income and profits were they often don't exist right now.
Contact Info
Email
(work)
(work)
Phone
(614) 229-4993 (work)
Website
Address
41 S. High Street
Suite 2700
Columbus, OH 43215 (work)
Suite 2700
Columbus, OH 43215 (work)
Work/Education
Work Experience
Merril Lynch
/ Financial Advisor
November 2009 -
Present
I believe everyone benefits from a financial plan. Whether your goal is an eduction savings plan or a successful retirement I can help you with the steps to get there.
Morgan Stanley Smith Barney
/ Financial Advisor
2007 -
November 2009
I believe everyone benefits from a financial plan. Whether your goal is an eduction savings plan or a successful retirement I can help you with the steps to get there.
Gold Star Referral Clubs
/ Director
2009 -
2009
Help grow the Gold Star Referral Club network by helping new clubs be succesful at giving and receiving referrals. Also, by finding new directors to help open new markets in new cities and states.
Weichert Realtors
/ Director of Business Development
2006 -
2007
Business Development, Mergers and Acquisitions, Franchise Sales.
Cendant
/ Director of Business Development
2004 -
2006
Business Development, Mergers and Acquisitions, Franchise Sales.
Education
BS, Fischer College of Business, 1985
1978
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Public stream