Experience

DBR & CO

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Business Development

  • Apr 2022 - 1 year 9 months

  Pittsburgh At DBR & CO we use a collaborative team approach to create customized financial plans and provide professional asset management for our clients: - Physicians & Medical Professionals - High Net Worth Individuals & Families - High Earning Mid-Career Professionals - Corporations, Businesses, and Non-Profit Organizations As Head of Business Development at DBR & CO, I leverage 15+ years of experience as a Financial Advisor to help prospective clients realize their full… Show more At DBR & CO we use a collaborative team approach to create customized financial plans and provide professional asset management for our clients: - Physicians & Medical Professionals - High Net Worth Individuals & Families - High Earning Mid-Career Professionals - Corporations, Businesses, and Non-Profit Organizations As Head of Business Development at DBR & CO, I leverage 15+ years of experience as a Financial Advisor to help prospective clients realize their full financial potential by introducing them to our team of expert Financial Advisors.

• Financial Advisor

  • Jan 2016 - 8 years

  Greater Pittsburgh Area

• Registered Assistant

  • Aug 2012 - Dec 2015

  Greater Pittsburgh Area



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Jul 2009 - Jul 2012

  Greater Pittsburgh Area