Bio
Credentials
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Producer, Indiana Life and Health
Indiana Department of InsuranceOct, 2015- May, 2026 -
Certified Public Accountant (CPA) - Inactive
State of Indiana -
Series 7 and 66
Financial Industry Regulatory Authority (FINRA)
Experience
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Merrill Lynch
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Naples, Florida, United States
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Registered Client Associate
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Dec 2017 - Sep 2023
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Naples, Florida, United States
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Merrill Lynch
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111 Monument Circle, Suite 4200, Indianapolis, ...
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Registered Client Associate
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Sep 2009 - Sep 2014
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111 Monument Circle, Suite 4200, Indianapolis, ...
.Series 7 and 66 SEC Licenses.Prepared client and prospect investment reports.Designed and distributed marketing materials to clients and prospects.Administrative duties such as scheduling, website updates, etc.
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Morgan Stanley Smith Barney
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Indianapolis, Indiana Area
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Client Associate
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2004 - 2009
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Indianapolis, Indiana Area
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Eli Lilly and Company
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Indianapolis, Indiana Area
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Financial Systems Consultant
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1973 - 2002
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Indianapolis, Indiana Area
.Financial Analyst.Department Head - Center of Excellence.Financial Statement preparation.Worldwide financial consolidations - Elizabeth Arden.Assisted in installation of huge financial system (SAP).Responsible for group of analysts aiding users of new financial system (SAP).Designed and impl...
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Education
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1975 - 1978Adelphi University
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1960 - 1964Iona College
Suggested Services
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Industry Focus. “Financial Services”
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