MasterXavier UniversityCity, StateOvercoming Evolution Misconceptions and Bringing Scientific Inquiry to Local Communities.
Executive Certificate in Financial PlanningAugust 2007
Master of Business AdministrationOctober 2001Thomas More CollegeCity, StateGPA: GPA: 3.628/4.0Focus was on E-Commerce Industry GPA: 3.628/4.0 Master's thesis: developed business plan, operations manual, and human resource manual for a startup nonprofit grocery store.
Bachelors of Science: Biology ChemistryMay 1997College of Mount Saint JosephCity, StateGPA: GPA: 3.44/4.0Biology Chemistry GPA: 3.44/4.0 Undergraduate thesis: A detailed morphological and comparative study of hadrosaurian unguals and their relationship to the limbs was performed. Analysis included an examination of foramina, possible tendon/muscle attachment sites, and interspecific comparisons. Research was performed under the guidance of Dr. Gene Kritsky Professor and Chair of Biology.
Licensure Series 7 NASD General Securities Registered Representative
Series 63 NASD Uniform Securities Agent State Law
Series 66 NASD Uniform Combined Law Exam
Insurance License Life & Health for all 50 States
Honors and * Volunteer Facilitator at the Cincinnati Museum of Natural History & Science, 2013 - present Activities Received several MVP Awards for team leadership and campaign success, 2000 - present Consistently top 5% nationally overall for sales figures, retention and business live sales transfers, and received multiple customer service awards 2000 - present Several asset retention, customer service, and achievement awards at Fidelity, 2000 - present Quadruple Triple-Platinum award for being in top 5% nationally for cash flows, 2000 - present Achieved White Belt in Six Sigma, 2006 Inducted into the multi-million dollar club at Fidelity, 2003 Volunteer community service as chaperon for Teen Life Coalition, MS Walk, AHA Walk, and Auctioneer for Channel 48 Action Auction, 1999 - present President and member of Tri-Beta Biological Honors Society, 1996 - present Awarded Sister Maria Corona Scholarship for Excellence in Leadership, 1997 Professional Financial Planner Association of Greater Cincinnati Affiliations National Biological Society Distinctions Cum laude Licensure Series 7 NASD General Securities Registered Representative Series 63 NASD Uniform Securities Agent State Law Series 66 NASD Uniform Combined Law Exam Insurance License Life & Health for all 50 States
Biology, building computers, business plan, Computer Experience, E-Commerce, Financial Planning, fixed income, Focus, funds, human resource, investment strategy, leadership, excel, Money, Microsoft Office, project design, Research, sales, Scientific, SPSS, Statistical Analysis, troubleshooting
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Thomas More College
College of Mount Saint Joseph
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Workplace Planning & Guidance Consultant
Retirement Representative IV, Lifetime Solutions Consultant, RIS Distribution Representative, Full Trader Retail Representative
Graduate Level Facilitator
Molecular Research Associate
Master of Arts : Zoology December 2013 Master Executive Certificate in Financial Planning August 2007 Master of Business Administration October 2001 Bachelors of Science : Biology Chemistry May 1997
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