Uniontown, Ohio, United States
Financial Planner at CAPTRUST. Focused on maximizing & protecting your wealth. CFP Certified. Motivated, Driven, and Determined to help others. Questions for me? Message me! Born & raised in Green, OH. Graduate from Stetson University in DeLand, FL. Financial Planning & Services Professional | Healthy Foodie |Eagle Scout | Division 1 Team Captain | Consulting Team Member | Brother | Uncle | Son
• Consistently provided prompt service, manage cash and payments, and maintained customer satisfaction • Deliver excellent customer relations, building and maintaining positive communication and professional relationships
Effectively group managed a $5,000,000 AUM portfolio with a team using debt and equity securities Performed advanced research and analysis across a variety of sectors, culminating in extensive and detailed reports and presentations.