Experience

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  Us bank

  Apr 1985 - Jul 2007

  Private banker and vice president

  Upon being offered a spot in the Work/College Program in 1985, I completed an intensive multi-year management training program, covering all areas of banking. A commercial lending path was eventually selected and is where I spent several years working with small and middle market business owners, helping them with all of their financing & depository needs. Later on I transitioned to a private banker role, helping families with the issues and challenges of family business transitions, eventually taking those skills to my role at Wells Fargo. Show less

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  Wells fargo private bank

  Jul 2007 - Mar 2016

  Wealth advisor and vice president

  Clients depend on Wells Fargo Private Bank for a team that listens and truly understands them and offers tailored planning & solutions that help meet their diverse financial needs.Tasked with working exclusively for high net worth individuals and their families to understand their unique financial situations, identifying their life goals and financial strategies, then coordinating a team of specialists to analyze, implement and manage a wealth plan that helps accomplish those goals.

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  Accurate molded plastics inc

  Apr 2016 - now

  • Shareholder

    May 2016 - now

  • President

    Apr 2016 - Dec 2016
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  Platinum funding group, llc

  Sept 2018 - now

  Director

  Director at Platinum Funding Group, LLC