Experience

Roosters Men's Grooming Center

• United States
• Consumer Services
• 1 - 100 Employee

• Owner

  • Oct 2019 - Present

  Roosters provides an authentic experience of an old-time barbershop with a modern twist.Roosters is committed to providing a high level of service at a sensible price. Our focus ison the quality of service for every client, every time. We back our precision grooming with a100% Satisfaction Guarantee. Roosters provides an authentic experience of an old-time barbershop with a modern twist.Roosters is committed to providing a high level of service at a sensible price. Our focus ison the quality of service for every client, every time. We back our precision grooming with a100% Satisfaction Guarantee.



PNC Institutional Investments

• Vice President, Institutional Investments

  • Apr 2014 - Apr 2019

  New business development officer with a broad range of competitive investment management and administrative solutions for Retirement Plans, Corporations, Unions, Municipalities, Nonprofits, Foundations and Endowments in Michigan and Northwest Ohio. Focused on delivering customized solutions that address client needs, optimizing satisfaction, and improving retention utilizing sophisticated market strategies, top quality research, technology, and a team of seasoned investment and service professionals.



Alerus Retirement Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Senior Retirement Plan Consultant

  • Feb 2012 - Nov 2013

  Consulted with independent broker dealers, RIAs, consultants, advisers, and TPAs to understand and help grow their practices with competitive analysis, business development services, and industry tools and technologies. Consulted with independent broker dealers, RIAs, consultants, advisers, and TPAs to understand and help grow their practices with competitive analysis, business development services, and industry tools and technologies.



PensionTrend Investment Advisers, L.L.C

• Partner/Sr. Retirement Plan Consultant

  • Jan 2002 - Feb 2012

  Led partners, management staff, and employees in developing practice, strategic plan, best practices, and sustainable, profitable business. Sold firm to Alerus Financial in 2012. Led partners, management staff, and employees in developing practice, strategic plan, best practices, and sustainable, profitable business. Sold firm to Alerus Financial in 2012.



PensionTrend, Inc.; Troy, Michigan

• Vice President/Retirement Plan Consultant

  • Aug 1996 - Feb 2012

  Consulted with clients to ensure compliance with ERISA and DOL regulations. Firm sold to Alerus Financial in 2012. Consulted with clients to ensure compliance with ERISA and DOL regulations. Firm sold to Alerus Financial in 2012.