Experience

The Dayton Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Senior Vice-President Development and Donor Services

  • Jul 2016 - Present

  Dayton, Ohio



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Senior Private Banker, VP

  • Apr 2010 - Jul 2016

  Dayton, Ohio Area Managed a large book of high net worth clients by listening, planning and advising them on all aspects of their financial position.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Wealth Advisor, VP

  • Sep 2007 - Apr 2010

  worked with high net worth clients on all aspects of wealth management and transferring of assets to future generations



Chase

• United States
• Financial Services
• 700 & Above Employee

• Business Banker

  • Sep 2001 - Sep 2007

  community markets in eastern Indiana managed a portfolio in Richmond, Anderson and Muncie Indiana of small to mid sized companies

• Branch Manager, Retail Administration, Human Resources

  • Nov 1993 - Sep 2001

  Dayton, Ohio, United States Spent many years at Chase in various positions including Branch Management, Retail Administration and Human Resources