Experience

Thrivent Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Regional Investment Consultant - IL, IN, MI and OH

  • Jan 2017 - Present

  Responsible for wholesaling Thrivent mutual funds and model portfolios in Illinois, Indiana, Michigan and Ohio. Responsible for wholesaling Thrivent mutual funds and model portfolios in Illinois, Indiana, Michigan and Ohio.



Alger

• United States
• Investment Management
• 300 - 400 Employee

• Vice President, Regional Marketing Manager

  • May 2012 - Nov 2016

  Was responsible for wholesaling Alger mutual funds and separately managed accounts within all channels in Indiana, Michigan and Ohio. Was responsible for wholesaling Alger mutual funds and separately managed accounts within all channels in Indiana, Michigan and Ohio.



Highland Capital Management, L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Regional Sales Director

  • May 2006 - Apr 2012

  Was responsible for wholesaling Highland mutual funds, closed-end funds and alternative investments within all channels in Indiana, Kentucky, Michigan, Ohio and West Virginia. Was responsible for wholesaling Highland mutual funds, closed-end funds and alternative investments within all channels in Indiana, Kentucky, Michigan, Ohio and West Virginia.



Munder Capital Management

• Regional Sales Consultant

  • Sep 2004 - May 2006

• Internal Wholesaler

  • Mar 2000 - Sep 2004

• Dealer Marketing Specialist

  • May 1999 - Mar 2000