Experience

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  The American College

  • Adjunct Professor, Chartered Leadership Fellow Faculty
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  The American College of Financial Services

  • Adjunct Professor, Chartered Leadership Fellow Faculty

    • Jan 2023 - Present

    Teaching a rigorous curriculum of practical leadership readings and discussions to emerging leaders across multiple industries. We are creating a very interactive classroom experience, with leaders sharing their professional insights in a rich, open architecture environment.

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  Meridian Leadership Coaching

  • Annapolis, MD

  • Leadership Coach

    • Jul 2017 - Present
    • Annapolis, MD

    I coach frontline leaders and advisors in the financial services industry. This includes an assessment of the organization's culture and identifying actions to enrich it; evaluation of the organization's recruiting and marketing approaches; and tools to improve team management and commun...

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  First Command Financial Services

  • United States
  • Financial Services
  • 700 & Above Employee

  • Financial Advisor and Principal

    • Apr 2005 - Sep 2016

    Responsible for the leadership, management, and production of 11 field advisors for 500-Advisor Registered Investment Advisory enterprise. Focused on culture and servant leadership. Ranked in top 20% or higher out of 65 field leaders for 10 of 11 years in leadership position. Grew frontline organization of three offices from 4 to 11 Advisors.

  • Financial Advisor

    • Feb 2001 - Mar 2005

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  Meridian Ventures

  • Fairfax, VA

  • Sr Vice President

    • 1995 - 2001
    • Fairfax, VA

    Management Consulting - Defense and Retail; major clients included Gichner Shelter Systems, Mobil Corporation, Barney's New York, Home Shopping Network, and Hanover Direct, Inc.

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  BDM Intl Inc

  • McLean, VA

  • Deputy Director, The Phoenix Institute for the Study of Change in Eurasia

    • May 1991 - Dec 1994
    • McLean, VA

    Wrote and supervised preparation of reports from interviews with post-Soviet era officials in Russia, Ukraine, and Belarus. Extensive travel to region and knowledge of Russian language and culture.

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  Officer, US Army

  • Various, USA, Korea, Germany, Soviet Union

  • Lieutenant Colonel

    • Jun 1970 - May 1991
    • Various, USA, Korea, Germany, Soviet Union

    Various positions of increasing responsibility as an Infantry Officer (Platoon leader, Company Commander, and Battalion Executive Officer) and Soviet Foreign Area Officer. Travel included Balkans, Eastern Europe, Russia, Ukraine, Belarus, Kazakstan, Romania, Czech Republic, former East Germany, ...