Responsible for assisting organizations with retirement plan benefit initiatives, fiduciary advisory services and institutional investment management strategies, as well as escrow, custody and other institutional solutions. I have oversight of new business development in Cincinnati, OH, Columbus, OH, Indiana, St. Louis and West Virginia.

Responsible for the sales process for investment management, custody, escrow and 401(k) plans in Cincinnati, Central Ohio, Indiana, St. Louis & West Virginia.

See Kids Dream MissionSee Kids Dream integrates community service into education. Through our service learning program the Penny Harvest students gain a deep understanding of community issues. They learn how to identify community resources and become engaged in helping to find solutions working together to solve the challenges facing our community. The students build leadership and critical thinking skills and they find relevance in their school work.Our primary program is a service learning program called the Penny Harvest.

MissionTo empower women in transition to achieve and maintain economic self-sufficiency. The Center achieves its mission by providing career counseling, employment-related education and information services. Vision To assist our clients in gaining skills, information and resources vital to securing and retaining meaningful employment with fair compensation and benefits.

I am responsible for identifying prospective clients in the Columbus market and my assigned regional territory markets. My prospect/client base consists of healthcare, non-profit, large corporate and public finance. Our specialization covers investment management, custody, defined benefit and defined contribution plans.