Experience

LPL Financial
• Financial Services
• Financial Advisor

  • Jul 2021 - Present


Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2016 - Jan 2022

  I am financial advisor to individuals and business who seek diversified, balanced portfolios designed according to their specific risk tolerance, financial goals, and time horizon. I listen to my clients, answer questions, and together we can arrive at a financial plan to help them pursue their financial goals. Retirement planning, education funding for children, risk management, life insurance and annuities, and long term financial focus. Waddell & Reed, Inc. offers financial planning services in its capacity as a Registered Investment Adviser. Consult your financial advisor for a breakdown of the fees associated with these services. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2011 - May 2016

  I built my financial services business by working to help individuals and businesses better understand their financial goals, risks and opportunities. I listened to my clients, and helped them create plans to pursue those goals. I routinely reached out to them to be sure that changes in their lives were reflected in their plans and the investments, insurance, and annuities were adjusted if necessary to keep the plan on track toward their goals. I built my financial services business by working to help individuals and businesses better understand their financial goals, risks and opportunities. I listened to my clients, and helped them create plans to pursue those goals. I routinely reached out to them to be sure that changes in their lives were reflected in their plans and the investments, insurance, and annuities were adjusted if necessary to keep the plan on track toward their goals.



Oklahoma City University

• United States
• Higher Education
• 400 - 500 Employee

• nonprofit development, donor research and relations, grants, and sponsored research

  • Sep 2008 - Nov 2011

  Sought foundation and government grants suitable to activities and research on campus. Responsible for donor research and validation; tasked with maintaining relationships with donor database providers, wealth and research screening services; database maintenance and improvement Sought foundation and government grants suitable to activities and research on campus. Responsible for donor research and validation; tasked with maintaining relationships with donor database providers, wealth and research screening services; database maintenance and improvement



Dayton History

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Director of Development

  • Sep 2006 - Jun 2007

  I developed a legacy giving and large gift program as a new focus on the development function at DH. I wrote and managed large grants from the State of Ohio. My tenure was shortened when my Fiancée was offered her dream position as a university professor and we chose to pursue that opportunity, knowing that my skills could transfer easily to a new location. I developed a legacy giving and large gift program as a new focus on the development function at DH. I wrote and managed large grants from the State of Ohio. My tenure was shortened when my Fiancée was offered her dream position as a university professor and we chose to pursue that opportunity, knowing that my skills could transfer easily to a new location.



Solo legal practice

• Attorney and CPA

  • Nov 2001 - Jun 2007

  I was an attorney and CPA focusing my practice on estate planning and probate, real estate, tax planning and preparation, and business planning and corporation law. Clients included business owners and mid to high net worth individuals who have assets and income streams to protect. Additionally, I worked with entreprenuers and business development professionals who needed wide ranging advice on starting and building their businesses; the type of business can range from commercial retail and wholesale, general small business, real estate development, manufacturing, and business and residential real estate. Show less



Invesco Poland

• Management Board member and Controller

  • Feb 1999 - Jun 2001

  I was the first Warsaw Poland employee hired to write the business plan and license application to be submitted to the Polish Ministry of Finance. Invesco sought to create a Pension fund corporation arising from a newly adopted law that mandated the partial privatization of the Polish social security system. After the business plan and license application were accepted by the Ministry, we immediately embarked upon creating the company and hiring the staff needed to run the business. I was the first Warsaw Poland employee hired to write the business plan and license application to be submitted to the Polish Ministry of Finance. Invesco sought to create a Pension fund corporation arising from a newly adopted law that mandated the partial privatization of the Polish social security system. After the business plan and license application were accepted by the Ministry, we immediately embarked upon creating the company and hiring the staff needed to run the business.



Self-Employed

• Real Estate
• 1 - 100 Employee

• Management Consultant

  • Mar 1998 - Feb 1999

  Advised start up companies and multinational corporations on a variety of business topics including import/export regulation, local and tax treaty taxation of wages and personal service compensation, general administrative policy and procedure, financial analysis and business planning, and regulatory procedure within Poland. Advised start up companies and multinational corporations on a variety of business topics including import/export regulation, local and tax treaty taxation of wages and personal service compensation, general administrative policy and procedure, financial analysis and business planning, and regulatory procedure within Poland.



PwC

• Professional Services
• 700 & Above Employee

• Tax Accountant

  • Feb 1997 - Mar 1998

  Consulted with client multinational corporations on how to maximize tax savings on compensation packages paid to expatriate employee groups. Consulted with client multinational corporations on how to maximize tax savings on compensation packages paid to expatriate employee groups.



Peace Corps

• United States
• International Affairs
• 700 & Above Employee

• Advanced Business Development Advisor

  • Jan 1995 - Feb 1997

  Worked with Polish ministries to adapt regulations and procedures to new economic and social context, consulted with local businesses to enhance their developmental prospects and alter internal processes. Taught economics, business planning, and contract law at Warsaw University. Worked with Polish ministries to adapt regulations and procedures to new economic and social context, consulted with local businesses to enhance their developmental prospects and alter internal processes. Taught economics, business planning, and contract law at Warsaw University.



Phillips Industries (Tomkins Ind.)

• Senior Auditor

  • Mar 1989 - Jul 1991

  Responsible for designing and performing financial and operational internal audits of manufacturing plants in the US. Responsible for designing and performing financial and operational internal audits of manufacturing plants in the US.



Trans World Airlines

• Airlines and Aviation
• 200 - 300 Employee

• Senior Accountant

  • Apr 1988 - Mar 1989

  Designed and performed internal audits of company operations around the world. Designed and performed internal audits of company operations around the world.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant

  • Oct 1985 - Apr 1988

  Managed financial audits of client companies, focused on financial institutions. Managed financial audits of client companies, focused on financial institutions.