Munich Area, Germany
Global Personal Finance Expert
Investment Management
Education
University of North Carolina at Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Allen County Community College 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Finance and Financial Management Services
Experience
Bruce Wayne Financial Literacy Institute July 1974 - Present
Bank of America 2011 - 2012
Strategies for Wealth 2010 - 2011
Leadership Newark 2008 - 2010
Wells Fargo Advisors 2007 - 2009
HSBC Private Bank 2003 - 2007
Wachovia Securities Financial Network 1999 - 2003
Skills
Credit Analysis, Wealth Management, Commercial Lending, Residential Mortgages, Coaching, Asset Allocation, Equities, Finance, Blogging, Investment Strategies, Financial Risk, Personal Finance, Management, Cross Selling, Long-term Care, Retail Banking, Public Speaking, Strategic Financial..., Financial Services, Portfolio Management, Leadership, Small Business, Banking, Loans, Retirement Planning, Investments, Fixed Annuities, Risk Management, Financial Analysis, Due Diligence, Asset Managment, Securities, Commercial Banking, Investment Advisory, Financial Advisory, Wealth Accumulation, Small Business Lending, Life Insurance, Financial Modeling, Credit, Mortgage Lending, Mutual Funds, Consumer Lending, Nonprofits, Estate Planning, Asset Management, Relationship Management, Wealth, Insurance, Retirement