Experience
- Experience
- In the banking industry since 1985
- Specialties
- Business Retirement Plan Services, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Trust Administration
- History
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- Commercial Lending
- Market Manager – Private Banking
- Education
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- Bachelor's Degree, General StudiesCapital University
- Involvement
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- Delaware County Foundation, Member or Professional Advisors Group
- Dublin A.M. Rotary
- Dublin Food Pantry, Liaison
- Series 7, 9 and 10 securities licenses
