Experience

The Home Savings and Loan Company of Kenton, Ohio
• United States
• Banking
• 1 - 100 Employee
• VP Business Banking

  • Oct 2021 - Present

German American
• United States
• Financial Services
• 300 - 400 Employee
• VP, Commercial Lending

  • May 2018 - Oct 2021

First Tennessee Bank
• United States
• Financial Services
• 700 & Above Employee
• Vice President, Private Client Relationship Manager

  • Sep 2016 - May 2018


Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Wealth Management Banking

  • Oct 2013 - Jul 2016

  Provided banking and credit expertise to Merrill Lynch clients in support of Financial Advisors in the Nashville market. Functioned as extended member of multiple Financial Advisor teams by Identifying and offering clients access to customized credit and liquidity solutions at Bank of America/Merrill Lynch.

• Vice President, Small Business Banking

  • Oct 2011 - Sep 2013

  Aided small business clients with revenues of up to $5MM in leveraging the full breadth of Bank of America’s robust suite of commercial and consumer banking/wealth management solutions. Directly delivered commercial loan, cash management, credit card processing and payroll solutions while deepening relationships by connecting clients with our consumer banking and wealth management partners.

• Financial Advisor

  • Jan 2010 - Oct 2011

  Focused on building relationships with business owners along with other high net worth individuals and their families so as to provide comprehensive strategies to help them reach their long term financial goals.



Trek Inc.

• United States
• Wholesale Import and Export
• 1 - 100 Employee

• Business Manager

  • Jan 2000 - Jan 2010

  Functioned as Business Manager, Personal CFO and adviser for high net-worth family. Entrusted with oversight of entire estate as I worked to identify, develop and manage trusting and profitable relationships with attorneys, CPA s and other financial & business professionals in establishing comprehensive financial strategy to preserve, grow and transfer wealth. Established and managed multiple partnerships with interests in commercial & residential real estate along with various other private business interests. Show less