Bachelor of Science – Miami University of Ohio
Chartered Financial Consultant – American College, Bryn Mawr, PA
Chartered Life Underwriter – American College, Bryn Mawr, PA
Dale Carnegie Sales Advantage Training
Training Facilitator – Stephen Covey Growth & Development Workshops
Active Strategic Coach participant
PROFESSIONAL EXPERIENCE
President/CEO – LifeCo
16 years financial services and executive search experience
Over 500 placements of financial service executives for wirehouses, broker dealers, national and regional banks, money managers, annuity, mutual fund and insurance companies, CPA and law firms, producer groups and property & casualty brokers
Formerly Business Development Manager – John Hancock formerly Manulife Financial, Cleveland, OH
PROFESSIONAL AFFILIATIONS
Society of Financial Service Professionals
The Association for Advanced Life Underwriting (AALU)
The Financial Planning Association (FPA)