Resumes
Resumes
Location:
1874 Wedgefield, Jackson, MI 49201
Industry:
Banking
Work:
Comerica Bank Apr 2002 - Apr 2011
Manager of the National Ilit Unit; Trust and Estate Advisor
National City Bank Apr 2002 - Apr 2011
Assistant Vice President - Trust Officer
National City Bank Jan 1999 - Apr 2002
Vice President, Portfolio Manager, Charitable and Endowment Services
Painewebber 1992 - 1999
Associate Investment Advisor
1992 - 1999
Assistant Vice President
Manager of the National Ilit Unit; Trust and Estate Advisor
National City Bank Apr 2002 - Apr 2011
Assistant Vice President - Trust Officer
National City Bank Jan 1999 - Apr 2002
Vice President, Portfolio Manager, Charitable and Endowment Services
Painewebber 1992 - 1999
Associate Investment Advisor
1992 - 1999
Assistant Vice President
Education:
Cannon Financial Institute 2003 - 2007
Oakland University
Cedarville University
Bachelors, Bachelor of Arts, Business
Oakland University
Cedarville University
Bachelors, Bachelor of Arts, Business
Skills:
Life Insurance
Charitable Trusts
Charitable Gift Planning
Irrevocable Life Insurance Trusts
Investment Management
Wealth Management
Estate Planning
Trusts
Portfolio Management
Wealth Management Services
Retirement Planning
Iras
Estate Administration
Personal Trust Administration
Economic Development
Asset Allocation
Banking
Asset Management
Customer Service
Financial Planning
Retirement
Management
Investments
Insurance
Sales
Public Speaking
Charitable Trusts
Charitable Gift Planning
Irrevocable Life Insurance Trusts
Investment Management
Wealth Management
Estate Planning
Trusts
Portfolio Management
Wealth Management Services
Retirement Planning
Iras
Estate Administration
Personal Trust Administration
Economic Development
Asset Allocation
Banking
Asset Management
Customer Service
Financial Planning
Retirement
Management
Investments
Insurance
Sales
Public Speaking