Experience

Dynacom, Inc.

• United States
• Environmental Services
• 1 - 100 Employee

• Outside Sales Executive / National Sales Manager

  • Feb 2015 - Present

  Primarily responsible for driving capital equipment sales in Ohio, Michigan, Indiana, & Florida. Lead inside and outside sales teams toward reaching annual sales goals. Primarily responsible for driving capital equipment sales in Ohio, Michigan, Indiana, & Florida. Lead inside and outside sales teams toward reaching annual sales goals.



UBS, BNY Mellon/Dreyfus, Merrill Lynch, Morgan Stanley, & FirstMerit

• Various

• Ultra-High Net Worth Specialist, Managed Money Specialist & Private Financial Advisor

  • Feb 2000 - Feb 2015

  Senior Financial Services Executive specializing in managed money, portfolio construction, & personal financial management. Held Series 7, Series 65, Life & Health Insurance licenses as well as Certifiied Investment Management Analyst (CIMA) & Accredited Investment Fiduciary (AIF) designations. (Note: licensing nor professional designations no longer active as of 02/2015). Senior Financial Services Executive specializing in managed money, portfolio construction, & personal financial management. Held Series 7, Series 65, Life & Health Insurance licenses as well as Certifiied Investment Management Analyst (CIMA) & Accredited Investment Fiduciary (AIF) designations. (Note: licensing nor professional designations no longer active as of 02/2015).



Dynacom, Inc.

• Chagrin Falls, Ohio

• Outside Sales Representative

  • Feb 1990 - Jan 2000

  Responsible for capital equipment sales in eastern Ohio and western Pennsylvania. Responsible for capital equipment sales in eastern Ohio and western Pennsylvania.