Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2023-present
- COO, First Financial Bank, 2018-2023
- CFO, First Financial Bank, 2014-2018
- Controller / Asst Controller, First Financial Bank, 2008-2014
- Manager - Business Consulting, Protiviti, 2005-2008
- VP - Finance & Operations, GPI Inc., 2002-2005
Education
- BSBA, Accounting - University of Notre Dame
Personal interests and affiliations
- Madeira City Parks & Recreation Board, 2024 - Current
- Last Mile Food Rescue, Volunteer, 2021 - Current