VP and Private Banker, with over sixteen years in banking and investment experience serving high net worth clients within NCWV. Develops customized depository, investment and lending solutions and provides client-focused planning to satisfy all of your unique banking and investment needs. Areas of expertise extend to Retail and Commercial Lending, and Investment Services. Certified Wealth Strategist®Introduces Wealth Management & Private Client Services to high net worth clients within the North Central WV region to offer a premium level of service and a customized experience. Point of contact to help our clients achieve results, customize and simplify their financial lives.Develops and maintains relationships within commercial, mortgage, securities, trust and investments, and other retail lines of business.Collaborates with centers of influences, executive clients, commercial clients, nonprofit organizations and retail networks to promote and develop Private Banking Clients and WesBanco Bank.Manages everyday cash flow and bill payment.Leverages the value of real estate holdings to secure mortgages, personal loans, or lines of credit.Helps clients to use the value of their eligible assets to secure important personal or business financing.Plans and executes Financial Seminars for clients, centers of influence and prospective clients.Responsible for Sales Growth in NCWV region.

Coordinator of donor giving strategies through investments.Donor Cultivation and Development through giving.

President and CEO to provide professional leadership to the Your Community Foundation in growing the Foundation into a large, effective and viable organization; solicited and secured large endowment gifts for donor advised funds, scholarship funds and other community funds to help donors achieve their philanthropic goals; worked as a catalyst with nonprofit and community leaders throughout the region and nationwide to engage in vibrant dialogue to advance community interests; administered the implementation of Board policies and plans toward the accomplishment of the Your Community Foundation goals; ; worked to ensure the growth, development, managed all aspects of marketing of the organization including website management and social media; actively managed the entire operation of the Foundation and was responsible for the day-to-day oversight of the Foundation’s affairs, grants, scholarships, investments and real estate. Orchestrated the seemless Merger between the Greater Morgantown Community Trust and the Community Foundation of North Central West Virginia into one larger, more effective organization (YCF).

Licensed Series 7, Series 63 Representative for One Valley Securities Corporation, Inc. from 1994 to 2001.