Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Securities, Asset Management, Retirement Planning, Securities Regulation, and Trading. Strong professional with a Bachelor of Arts (B.A.) focused in History from Gettysburg College.
- NameLaidlaw & Company UK Ltd.
- Total Duration9 yrs 9 mos
- TitleVice President
- Dates EmployedJun 2014 – Sep 2019
- Employment Duration5 yrs 4 mos
- TitleSenior Financial Consultant
- Dates EmployedJan 2010 – Jun 2014
- Employment Duration4 yrs 6 mos
- LocationNew York, NY
- Senoir Vice President, Private Client Group
- Company NameLandenburg Thalman
- Dates EmployedMay 1996 – Aug 2005
- Employment Duration9 yrs 4 mos
- LocationNew York, NY
- Developed major business in Austalia, New Zealand,South Africa, Ireland and many other European countries. Also continued to grow U.S. business.Number one broker in the firm for 6 years in a row 1996 to 2002. Member of Chairman’s Club.Over 1100 clients.
- Led a team of 9 brokers.
- Officer, Ordinance Corps
- Company NameUS
- ArmyDates EmployedMay 1988 – Aug 1991
- Employment Duration3 yrs 4 mos
- LocationAberdeen Proving ground, Maryland , Republic of South Korea
- Platoon Leader, 61st Maintence Company, Camp Kyle, Republic of Korea. Leader Trainer, US Army officer basic course. Aberdeen Proving Ground, Maryland.