Business Experience
Crescendo Finance, LLC | June 2007 to present |
| Raymond James & Associates | July 2004 to April 2007 |
| Smith Barney/Citigroup | Feb.200l to June 2004 |
| Morgan Stanley/Dean Witter | June 1993 to Feb. 2001 |
Education, Licensing/Registrations and Training
Master of Science in Accounting. Eastem Michigan University
Double Bachelor's Degrees, Michigan State University
Series 7,63 and 31 passed in 1993,currentthrough present
Series 65 passed January 2005
Investment adviser representative since 2005
Life, Accident & Health Variable Annuity Insurance Licensed February 1994 through present
Continuing education includes the following classes: Guided Portfolio Management; Financial Planning Specialist; Preferred Portfolio Management;401 K and Retirement Planning; Lump Sum Distribution and Retirement Planning; Wealth Management Specialist (Kaplan); Estate Planning Concepts; Advisory University, Select Strategies for Insurance and Estate Planning
Professional I Community Associations
- Rocky River Presbyterian Church
- Ruling Elder; Finance Committee. Co-Chairperson
- International Referral Network
- 2013 President of Lakewood AM Chapter
- Working Women Connection/Powerhouse,January 2012
- International Order of Lions since 2002
- USA Dance
- Three Arts
- Mixed Blessings string quartet
- Cleveland Federation of Musicians, local 4