Owner of Cleveland, Ohio based registered investment advisory firm specializing in financial planning, investment management, annuities and insurance. Fee based portfolio design and management utilizing no-load, low management fee mutual funds and exchange traded funds, stocks, bonds and other fixed income investments. Specialist in retirement planning, 401k/pension rollovers and brokerage IRA account setup and management. Free and private financial and investment consulations are available upon request.

Managed startup and launch operations for investment advisor specializing in management of a private limited partnership geared toward high net worth individuals and entities. Formatted comprehensive marketing plan, including logo design, private website design and registration, offering document packaging materials and related communications pieces. Handled firm registration duties and responsibilities to maintain compliance with investment advisor rules and regulations.

Financial Advisor specializing in financial planning, investments, annuities and insurance. Licenses held: Series 7, Series 66, Life/Accident/Health Insurance.

District Manager for business to business publishing company. Managed growth of print, online/digital advertising sales and trade show exhibits for industry leading publications in hvac mechanical systems contracting and engineering industries. Sales territories included southern U.S. based out of Atlanta, GA and east coast/Canada based out of Philadelphia, PA.