Resumes
Resumes
Managing Principal And Wealth Strategist
View pageLocation:
8996 east 123Rd Ct, Crown Point, IN 46307
Industry:
Investment Management
Work:
Kettering University Southeastern Michigan Alumni Board since May 2011
Vice President
AverTrust Wealth LLC since Apr 2011
Managing Principal
AverTrust Advisors LLC Dec 2005 - Mar 2011
Certified Wealth Strategist (R) and Financial Growth Engineer
Lawrence Technological University - Southfield, Michigan Jan 2002 - May 2007
Adjunct Professor
Consilio Response Team Nov 2001 - Dec 2003
IT Security & Business Continuity CEO
Vice President
AverTrust Wealth LLC since Apr 2011
Managing Principal
AverTrust Advisors LLC Dec 2005 - Mar 2011
Certified Wealth Strategist (R) and Financial Growth Engineer
Lawrence Technological University - Southfield, Michigan Jan 2002 - May 2007
Adjunct Professor
Consilio Response Team Nov 2001 - Dec 2003
IT Security & Business Continuity CEO
Education:
Plante & Moran with Michigan State University 1998 - 1998
Masters Forum, Executive Masters Program Indiana University Kokomo 1991 - 1994
MBA, Business with International Business Minor Kettering University 1986 - 1991
BSEE, Engineering with Management Minor Lake Central High School 1982 - 1986
Diploma, Honors/AP
Masters Forum, Executive Masters Program Indiana University Kokomo 1991 - 1994
MBA, Business with International Business Minor Kettering University 1986 - 1991
BSEE, Engineering with Management Minor Lake Central High School 1982 - 1986
Diploma, Honors/AP
Skills:
Start Ups
Strategic Planning
Management
Business Planning
Contract Negotiation
Management Consulting
Business Strategy
Public Speaking
Crm
Leadership
Project Management
Entrepreneurship
Business Development
Marketing Communications
Customer Service
Higher Education
Product Development
Problem Solving
Managerial Finance
Customer Relations
Technology Development
Financial Management
Investment Advisory
Strategic Planning
Management
Business Planning
Contract Negotiation
Management Consulting
Business Strategy
Public Speaking
Crm
Leadership
Project Management
Entrepreneurship
Business Development
Marketing Communications
Customer Service
Higher Education
Product Development
Problem Solving
Managerial Finance
Customer Relations
Technology Development
Financial Management
Investment Advisory
Interests:
Salsa Dancing
New Technology
Mentoring Others
New Technology
Mentoring Others